VWM
VCI Wealth Management Portfolio holdings
AUM
$286M
This Quarter Return
+9.29%
1 Year Return
+21.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$164M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.99%
Holding
107
New
107
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$14.9M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$8.88M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$8.44M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$6.63M |
| 5 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
$6.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.15% |
| 2 | Financials | 3.89% |
| 3 | Healthcare | 3.5% |
| 4 | Consumer Discretionary | 2.21% |
| 5 | Communication Services | 2.16% |
