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
1
$13.5K 9.05%
65,160
+21,200
2
$11.5K 7.74%
81,581
-2,937
3
$9.97K 6.68%
60,680
+8,860
4
$5.2K 3.48%
13,298
+48
5
$4.46K 2.99%
17,274
-735
6
$4.34K 2.91%
129,344
+64,553
7
$4K 2.68%
11,775
+1,283
8
$3.63K 2.43%
10,435
-188
9
$3.4K 2.28%
4,497
10
$2.8K 1.88%
65,057
+30,540
11
$2.48K 1.66%
18,600
-200
12
$2.42K 1.63%
16,804
+7,646
13
$2.33K 1.56%
43,640
+87
14
$2.16K 1.45%
6,150
15
$2.05K 1.37%
7,261
+599
16
$2.04K 1.37%
9,276
-95
17
$1.96K 1.31%
11,940
+5,840
18
$1.77K 1.19%
7,900
-1,660
19
$1.77K 1.19%
13,727
-5,498
20
$1.75K 1.17%
32,304
-4,912
21
$1.54K 1.04%
94,897
+79,397
22
$1.51K 1.01%
35,613
-3,499
23
$1.39K 0.93%
+53,900
24
$1.34K 0.9%
26,455
+26
25
$1.29K 0.87%
26,650
+630
1
2 3 4 5