VWM
VCI Wealth Management Portfolio holdings
AUM
$286M
This Quarter Return
+6.87%
1 Year Return
+21.13%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$148M
AUM Growth
+$148M
(-10%)
Cap. Flow
-$21.3M
Cap. Flow
% of AUM
-14.38%
Top 10 Holdings %
Top 10 Hldgs %
40.17%
Holding
125
New
18
Increased
18
Reduced
69
Closed
20
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.92M |
| 2 |
Alphabet (Google) Class C
GOOG
|
$992K |
| 3 |
Amazon
AMZN
|
$912K |
| 4 |
Exxon Mobil
XOM
|
$802K |
| 5 |
Kimberly-Clark
KMB
|
$754K |
Top Sells
| 1 |
Schwab International Equity ETF
SCHF
|
$2.5M |
| 2 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.48M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.33M |
| 4 |
Deere & Co
DE
|
$1.17M |
| 5 |
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% |
