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
151
$76 0.05%
10,000
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152
$74 0.05%
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4 5 6
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