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
$138M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$641K
3
+$322K
4
JPM icon
JPMorgan Chase
JPM
+$202K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$201K

Top Sells

1
+$1.22M
2
+$625K
3
+$306K
4
DD
Du Pont De Nemours E I
DD
+$257K
5
EEQ
Enbridge Energy Management Llc
EEQ
+$245K

Sector Composition

1 Technology 4.46%
2 Industrials 4.07%
3 Healthcare 2.51%
4 Communication Services 1.69%
5 Consumer Staples 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$449K 0.32%
5,670
-502
27
$423K 0.31%
4,255
-1,220
28
$401K 0.29%
9,169
29
$399K 0.29%
15,058
-93
30
$399K 0.29%
4,861
-175
31
$366K 0.26%
3,763
32
$321K 0.23%
4,277
+129
33
$310K 0.22%
5,988
+684
34
$297K 0.21%
11,517
+1,042
35
$294K 0.21%
3,003
+213
36
$280K 0.2%
2,362
+85
37
$274K 0.2%
3,874
38
$270K 0.2%
4,987
-62
39
$262K 0.19%
3,197
-1
40
$257K 0.19%
5,388
-1,562
41
$256K 0.19%
3,005
-38
42
$244K 0.18%
3,647
43
$242K 0.18%
7,971
-4,344
44
$234K 0.17%
3,317
45
$228K 0.16%
2,724
+307
46
$227K 0.16%
5,301
+100
47
$225K 0.16%
5,477
48
$223K 0.16%
1,184
49
$222K 0.16%
3,381
+115
50
$208K 0.15%
5,562
-201
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