VWM
VCI Wealth Management Portfolio holdings
AUM
$286M
This Quarter Return
+2.12%
1 Year Return
+21.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$202M
AUM Growth
+$202M
(+37%)
Cap. Flow
+$55.7M
Cap. Flow
% of AUM
27.53%
Top 10 Holdings %
Top 10 Hldgs %
42.77%
Holding
116
New
11
Increased
70
Reduced
7
Closed
28
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$5.47M |
| 2 |
NVIDIA
NVDA
|
$5.32M |
| 3 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$3.85M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.41M |
| 5 |
Microsoft
MSFT
|
$3.3M |
Top Sells
Sector Composition
| 1 | Technology | 10.99% |
| 2 | Communication Services | 3.3% |
| 3 | Financials | 3.15% |
| 4 | Consumer Discretionary | 2.51% |
| 5 | Healthcare | 2.33% |
