VWM

VCI Wealth Management Portfolio holdings

AUM $360M
1-Year Est. Return 24.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.89M
3
+$6.16M
4
MSFT icon
Microsoft
MSFT
+$5.94M
5
IBIT icon
iShares Bitcoin Trust
IBIT
+$4.97M

Top Sells

1
+$18.7M
2
+$10.1M
3
+$8.09M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$7.14M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.27M

Sector Composition

1 Technology 19.91%
2 Financials 5.84%
3 Healthcare 5.58%
4 Communication Services 5.37%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-26,458
127
– –
-3,443
2 3 4 5
6