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
$133M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Sells

1 +$7.58M
2 +$1.14M
3 +$233K
4
T icon
AT&T
T
+$103K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$97.7K

Sector Composition

1 Technology 6.61%
2 Industrials 5.02%
3 Healthcare 3.56%
4 Consumer Staples 2.04%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$543K 0.41%
4,488
+23
27
$540K 0.41%
11,634
-1,807
28
$522K 0.39%
+5,005
29
$484K 0.36%
4,615
-292
30
$462K 0.35%
7,115
+1,105
31
$421K 0.32%
3,755
+193
32
$417K 0.31%
+5,135
33
$396K 0.3%
+9,360
34
$390K 0.29%
10,751
-436
35
$385K 0.29%
4,216
-73
36
$377K 0.28%
+3,552
37
$375K 0.28%
4,436
+190
38
$356K 0.27%
3,200
-600
39
$348K 0.26%
6,432
+691
40
$344K 0.26%
+4,245
41
$338K 0.25%
3,591
-84
42
$333K 0.25%
8,965
+37
43
$331K 0.25%
3,125
-40
44
$331K 0.25%
+8,737
45
$322K 0.24%
5,210
+883
46
$305K 0.23%
6,179
+3
47
$304K 0.23%
11,976
-4,070
48
$298K 0.22%
3,180
-20
49
$291K 0.22%
+2,431
50
$288K 0.22%
6,399
-446