VWM

VCI Wealth Management Portfolio holdings

AUM $361M
1-Year Est. Return 23.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$5.51M
2
+$3.87M
3
+$3.36M
4
MSFT icon
Microsoft
MSFT
+$3.12M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$2.99M

Top Sells

1
+$1.97M
2
+$1.45M
3
+$1.43M
4
IFRA icon
iShares US Infrastructure ETF
IFRA
+$1.41M
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$1.22M

Sector Composition

1 Technology 10.99%
2 Communication Services 3.3%
3 Financials 3.15%
4 Consumer Discretionary 2.51%
5 Healthcare 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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