VWM
VanWeelden Wealth Management Portfolio holdings
AUM
$112M
This Quarter Return
+0.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$117M
AUM Growth
–
Cap. Flow
+$117M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.49%
Holding
20
New
20
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
1 | Consumer Staples | 1.81% |
2 | Technology | 1.18% |
3 | Consumer Discretionary | 0.26% |
4 | Industrials | 0.23% |
5 | Real Estate | 0.2% |