VCWA
Vanguard Capital Wealth Advisors Portfolio holdings
AUM
$101M
1-Year Est. Return
25.57%
1 Year Est. Return
+25.57%
AUM
$81.8M
AUM Growth
-$10M
(-11%)
Holding
134
Top Buys
| 1 | +$2.01M | |
| 2 | +$1.44M | |
| 3 | +$823K | |
| 4 |
Mobix Labs
MOBX
|
+$677K |
| 5 |
Fidelity Wise Origin Bitcoin Fund
FBTC
|
+$538K |
Top Sells
| 1 | +$880K | |
| 2 | +$794K | |
| 3 | +$687K | |
| 4 |
iShares US Telecommunications ETF
IYZ
|
+$534K |
| 5 |
CrowdStrike
CRWD
|
+$513K |
Sector Composition
| 1 | Technology | 29.29% |
| 2 | Consumer Discretionary | 11.07% |
| 3 | Communication Services | 10.27% |
| 4 | Financials | 8.25% |
| 5 | Industrials | 7.76% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Palo Alto Networks
PANW
$143B
| – | – |
-1,226
|
|
||
127
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.44B
| – | – |
-11,300
|
|
||
128
Pfizer
PFE
$140B
| – | – |
-9,050
|
|
||
|
RCS
129
PIMCO Strategic Income Fund
RCS
$332M
| – | – |
-25,000
|
|
||
130
Starbucks
SBUX
$96.1B
| – | – |
-3,129
|
|
||
131
Uber
UBER
$195B
| – | – |
-7,300
|
|
||
132
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
$246M
| – | – |
-10,069
|
|
||
|
ETHE
133
Grayscale Ethereum Trust ETF
ETHE
$4.48B
| – | – |
-7,600
|
|
||
|
GRNY
134
FundStrat Granny Shots US Large Cap ETF
GRNY
$2.87B
| – | – |
-10,825
|
|