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
$142M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$479K
3
+$229K
4
MO icon
Altria Group
MO
+$222K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K

Top Sells

1
+$906K
2
+$720K
3
+$610K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$572K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$567K

Sector Composition

1 Technology 4.55%
2 Industrials 4.42%
3 Healthcare 2.6%
4 Financials 2.16%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$498K 0.35%
5,475
-515
27
$478K 0.34%
12,786
+1,372
28
$403K 0.28%
15,151
+14
29
$396K 0.28%
9,169
+494
30
$395K 0.28%
3,763
-61
31
$379K 0.27%
5,036
-176
32
$344K 0.24%
12,315
-2,959
33
$341K 0.24%
6,950
+10
34
$306K 0.22%
3,505
35
$292K 0.21%
4,148
+133
36
$291K 0.21%
3,874
+40
37
$291K 0.21%
5,319
-2,414
38
$284K 0.2%
2,277
-326
39
$279K 0.2%
3,198
+3
40
$276K 0.19%
3,043
41
$272K 0.19%
10,475
-127
42
$270K 0.19%
2,790
+14
43
$265K 0.19%
5,304
-196
44
$257K 0.18%
4,166
45
$256K 0.18%
3,647
+21
46
$245K 0.17%
13,197
+8
47
$241K 0.17%
5,049
-118
48
$235K 0.17%
3,317
49
$229K 0.16%
+5,477
50
$222K 0.16%
+5,763
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