VWM

Vector Wealth Management Portfolio holdings

AUM $142M
1-Year Est. Return 10.42%
This Quarter Est. Return
1 Year Est. Return
+10.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$480K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$720K
2
+$610K
3
+$572K
4
BKLN icon
Invesco Senior Loan ETF
BKLN
+$545K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$397K

Top Sells

1
+$4.6M
2
+$679K
3
+$426K
4
AAPL icon
Apple
AAPL
+$251K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$247K

Sector Composition

1 Technology 4.01%
2 Industrials 3.99%
3 Healthcare 2.26%
4 Financials 1.87%
5 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$567K 0.41%
82,770
+22,122
27
$535K 0.39%
4,666
-20
28
$508K 0.37%
6,702
-380
29
$499K 0.36%
5,990
+7
30
$426K 0.31%
3,753
-500
31
$422K 0.31%
15,274
+388
32
$418K 0.31%
13,678
-1,500
33
$388K 0.28%
+7,733
34
$386K 0.28%
15,137
-1,037
35
$380K 0.28%
11,414
-583
36
$373K 0.27%
5,212
+9
37
$362K 0.26%
+58,103
38
$356K 0.26%
+8,675
39
$349K 0.25%
3,824
40
$324K 0.24%
6,940
-415
41
$322K 0.24%
+12,662
42
$316K 0.23%
2,603
-165
43
$278K 0.2%
3,505
-236
44
$276K 0.2%
3,195
-182
45
$267K 0.19%
2,776
-4
46
$264K 0.19%
5,500
+5
47
$258K 0.19%
3,043
-257
48
$248K 0.18%
4,015
-434
49
$246K 0.18%
2,805
-450
50
$243K 0.18%
10,602
-1,059
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