VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $101M
1-Year Est. Return 25.57%
This Quarter Est. Return
1 Year Est. Return
+25.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149K
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$4.39K
2
+$2.17K
3
+$1.46K
4
HDGE icon
AdvisorShares Ranger Equity Bear ETF
HDGE
+$1.39K
5
PFE icon
Pfizer
PFE
+$1.31K

Top Sells

1
+$800K
2
+$757K
3
+$552K
4
COP icon
ConocoPhillips
COP
+$527K
5
XPEV icon
XPeng
XPEV
+$498K

Sector Composition

1 Technology 26.22%
2 Consumer Discretionary 16.86%
3 Communication Services 10.03%
4 Healthcare 9.21%
5 Financials 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$224 0.15%
+13,374
127
$223 0.15%
+6,922
128
$222 0.15%
+2,400
129
$217 0.15%
10,000
130
$217 0.15%
1,500
131
$215 0.14%
+2,493
132
$211 0.14%
950
133
$209 0.14%
+4,111
134
$209 0.14%
4,700
-667
135
$209 0.14%
2,577
-30
136
$209 0.14%
1,982
-300
137
$204 0.14%
+2,891
138
$202 0.14%
5,453
139
$200 0.13%
6,750
-187
140
$200 0.13%
1,303
141
$172 0.12%
+24,601
142
$165 0.11%
+11,100
143
$156 0.1%
+32,059
144
$153 0.1%
1,269
+811
145
$151 0.1%
12,265
-17,894
146
$149 0.1%
+16,967
147
$144 0.1%
10,500
148
$135 0.09%
400
149
$120 0.08%
11,590
-11,585
150
$82 0.06%
+28,945
4 5
6
7 8