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
$148M
AUM Growth
-$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$992K
2
+$912K
3
+$802K
4
KMB icon
Kimberly-Clark
KMB
+$754K
5
AMD icon
Advanced Micro Devices
AMD
+$684K

Top Sells

1
+$2.5M
2
+$1.48M
3
+$1.33M
4
DE icon
Deere & Co
DE
+$1.17M
5
HD icon
Home Depot
HD
+$1.14M

Sector Composition

1 Technology 7.32%
2 Financials 3.37%
3 Communication Services 2.67%
4 Healthcare 2.55%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$534K 0.36%
+9,224
77
$530K 0.36%
1,009
-160
78
$524K 0.35%
1,684
+830
79
$516K 0.35%
6,472
-5,381
80
$515K 0.35%
+1,813
81
$487K 0.33%
+1,021
82
$476K 0.32%
+1,751
83
$470K 0.32%
4,951
-986
84
$452K 0.31%
8,764
-2,474
85
$450K 0.3%
10,426
-1,939
86
$390K 0.26%
4,780
-1,410
87
$387K 0.26%
+8,529
88
$377K 0.25%
+2,227
89
$376K 0.25%
+7,494
90
$354K 0.24%
13,608
-692
91
$353K 0.24%
12,629
+4,177
92
$340K 0.23%
5,064
-1,480
93
$310K 0.21%
2,053
+135
94
$279K 0.19%
7,919
-2,485
95
$272K 0.18%
10,142
-10
96
$256K 0.17%
+16,108
97
$241K 0.16%
12,025
-526
98
$239K 0.16%
+569
99
$228K 0.15%
1,966
-256
100
$225K 0.15%
5,301
-772
1 2 3
4
5