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
51
$1.39M 0.62%
21,728
-30,651
52
$1.37M 0.61%
31,918
-7,864
53
$1.35M 0.6%
+4,529
54
$1.28M 0.57%
+4,107
55
$1.27M 0.57%
20,255
+10,664
56
$1.27M 0.57%
+16,939
57
$1.26M 0.56%
17,924
-4,321
58
$1.24M 0.55%
11,948
-2,249
59
$1.23M 0.55%
+31,101
60
$1.22M 0.54%
+4,540
61
$1.21M 0.54%
+12,273
62
$1.18M 0.53%
16,262
-21,998
63
$1.18M 0.53%
9,391
-2,190
64
$1.13M 0.5%
24,882
-35,109
65
$1.12M 0.5%
+4,499
66
$1.08M 0.48%
6,030
-1,327
67
$1.08M 0.48%
7,941
-9,955
68
$1.07M 0.48%
+13,251
69
$1M 0.45%
13,880
-18,535
70
$910K 0.41%
5,909
-7,345
71
$843K 0.38%
5,040
-15,805
72
$829K 0.37%
4,751
-6,738
73
$802K 0.36%
3,554
-5,193
74
$711K 0.32%
13,934
-18,432
75
$697K 0.31%
1,208
-17
1 2
3
4 5