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
176
-2,111
177
-8,928
178
-11,215
179
-4,950
180
-4,425
181
-15,000
182
-33,000
183
-3,700