VCWA

Vanguard Capital Wealth Advisors Portfolio holdings

AUM $125M
1-Year Est. Return 40.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.3%
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
+$4.44M
2
+$2.2M
3
+$1.53M
4
PFE icon
Pfizer
PFE
+$1.35M
5
HDGE icon
AdvisorShares Ranger Equity Bear ETF
HDGE
+$1.32M

Top Sells

1
+$800K
2
+$780K
3
+$757K
4
LULU icon
lululemon athletica
LULU
+$711K
5
AA icon
Alcoa
AA
+$552K

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
176
– –
-15,500
177
– –
-4,260
178
– –
-2,111
179
– –
-8,928
180
– –
-11,215
181
– –
-4,950
182
– –
-4,425
183
– –
-15,000
4 5 6 7
8