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
-$549K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$225K
2 +$206K
3 +$139K
4
WFC icon
Wells Fargo
WFC
+$114K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$108K

Sector Composition

1 Technology 6.14%
2 Industrials 4.24%
3 Healthcare 2.94%
4 Financials 1.93%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$489K 0.36%
5,674
+7
27
$450K 0.33%
4,907
-222
28
$427K 0.31%
16,046
+1,539
29
$425K 0.31%
4,289
-1
30
$425K 0.31%
3,562
+610
31
$391K 0.29%
3,675
+467
32
$391K 0.29%
8,928
-108
33
$389K 0.29%
11,187
+598
34
$374K 0.28%
3,800
-200
35
$361K 0.27%
6,010
36
$356K 0.26%
8,566
+2,604
37
$325K 0.24%
5,741
+650
38
$304K 0.22%
3,200
+215
39
$300K 0.22%
4,246
+37
40
$298K 0.22%
3,165
+85
41
$286K 0.21%
6,845
+1,544
42
$285K 0.21%
5,641
-58
43
$284K 0.21%
6,176
+330
44
$282K 0.21%
3,380
+109
45
$274K 0.2%
1,383
+2
46
$273K 0.2%
3,561
+86
47
$271K 0.2%
4,327
+595
48
$268K 0.2%
5,368
+97
49
$252K 0.19%
2,701
+91
50
$236K 0.17%
7,766
+2