VWM

VCI Wealth Management Portfolio holdings

AUM $330M
1-Year Est. Return 24.1%
This Quarter Est. Return
1 Year Est. Return
+24.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$10.3M
3
+$6.09M
4
MSFT icon
Microsoft
MSFT
+$5.98M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$5.17M

Top Sells

1
+$19.5M
2
+$10.1M
3
+$8.69M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.27M

Sector Composition

1 Technology 19.91%
2 Financials 5.84%
3 Healthcare 5.58%
4 Communication Services 5.37%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.99%
+8,016
27
$2.21M 0.99%
+4,485
28
$2.21M 0.98%
19,461
+13,848
29
$2.16M 0.96%
+17,106
30
$2.16M 0.96%
+10,440
31
$2.1M 0.94%
+26,036
32
$2.07M 0.92%
9,805
+6,821
33
$2.03M 0.91%
11,961
+5,197
34
$1.95M 0.87%
+4,801
35
$1.86M 0.83%
+6,610
36
$1.85M 0.82%
33,820
-41,181
37
$1.67M 0.74%
+11,342
38
$1.65M 0.74%
+8,776
39
$1.55M 0.69%
+8,971
40
$1.54M 0.69%
+12,078
41
$1.51M 0.67%
+18,070
42
$1.48M 0.66%
+22,841
43
$1.47M 0.65%
+18,241
44
$1.45M 0.65%
+13,977
45
$1.45M 0.64%
+11,957
46
$1.45M 0.64%
+15,042
47
$1.44M 0.64%
+4,991
48
$1.42M 0.63%
+9,402
49
$1.42M 0.63%
+6,156
50
$1.4M 0.62%
+5,799
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