VWM
VCI Wealth Management Portfolio holdings
AUM
$330M
1-Year Est. Return
24.1%
1 Year Est. Return
+24.1%
AUM
$286M
AUM Growth
+$47.3M
(+20%)
Holding
104
Top Buys
| 1 | +$1.58M | |
| 2 | +$1.32M | |
| 3 | +$1.11M | |
| 4 |
Vanguard Mortgage-Backed Securities ETF
VMBS
|
+$943K |
| 5 |
Vanguard Short-Term Bond ETF
BSV
|
+$927K |
Sector Composition
| 1 | Technology | 20.85% |
| 2 | Financials | 6.44% |
| 3 | Consumer Discretionary | 5.48% |
| 4 | Communication Services | 5.47% |
| 5 | Healthcare | 5.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
First Trust Ultra Short Duration Municipal ETF
FUMB
$218M
| $282K | 0.1% |
14,036
+387
|
|
||
102
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.9B
| $259K | 0.09% |
+6,084
|
|
||
103
Invesco NASDAQ 100 ETF
QQQM
$69.9B
| $218K | 0.08% |
+958
|
|
||
104
Visa
V
$638B
| – | – |
-917
|
|