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
$136M
AUM Growth
-$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$379K
2 +$219K
3 +$202K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$197K
5
STJ
St Jude Medical
STJ
+$182K

Top Sells

1 +$6.61M
2 +$3.98M
3 +$351K
4
JPM icon
JPMorgan Chase
JPM
+$202K
5
META icon
Meta Platforms (Facebook)
META
+$202K

Sector Composition

1 Technology 5.6%
2 Industrials 4.37%
3 Healthcare 2.76%
4 Consumer Staples 1.66%
5 Financials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$466K 0.34%
4,290
+35
27
$463K 0.34%
5,667
+806
28
$438K 0.32%
9,036
-133
29
$416K 0.31%
6,010
+2,629
30
$415K 0.3%
5,129
-541
31
$411K 0.3%
4,000
+237
32
$387K 0.28%
14,507
-551
33
$386K 0.28%
2,952
+590
34
$327K 0.24%
10,589
-928
35
$301K 0.22%
2,985
-18
36
$299K 0.22%
5,699
-289
37
$298K 0.22%
3,475
+158
38
$292K 0.21%
4,209
-68
39
$290K 0.21%
3,080
+75
40
$281K 0.21%
5,091
+104
41
$276K 0.2%
3,271
+74
42
$272K 0.2%
1,381
+197
43
$266K 0.2%
3,208
-666
44
$258K 0.19%
5,962
+485
45
$258K 0.19%
5,271
-117
46
$250K 0.18%
7,764
-207
47
$250K 0.18%
2,482
+2
48
$248K 0.18%
3,732
+85
49
$245K 0.18%
5,846
+284
50
$233K 0.17%
2,610
-114