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
$123M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$14.8M
2 +$250K
3 +$201K
4
UNH icon
UnitedHealth
UNH
+$118K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$107K

Sector Composition

1 Technology 7.91%
2 Industrials 5.59%
3 Healthcare 4.83%
4 Financials 2.16%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$576K 0.47%
5,727
+74
27
$570K 0.46%
4,797
+309
28
$567K 0.46%
24,353
-3,331
29
$482K 0.39%
4,242
-373
30
$466K 0.38%
7,115
31
$413K 0.34%
5,135
32
$397K 0.32%
7,239
+807
33
$395K 0.32%
3,679
+127
34
$392K 0.32%
+17,165
35
$391K 0.32%
9,285
-75
36
$390K 0.32%
3,714
-41
37
$389K 0.32%
4,482
+46
38
$374K 0.3%
4,436
+191
39
$362K 0.29%
+16,270
40
$349K 0.28%
3,563
-28
41
$349K 0.28%
8,751
+14
42
$347K 0.28%
4,337
+121
43
$342K 0.28%
13,865
+1,889
44
$341K 0.28%
+5,023
45
$336K 0.27%
3,116
-9
46
$331K 0.27%
10,587
-164
47
$315K 0.26%
3,250
+50
48
$311K 0.25%
8,715
-250
49
$299K 0.24%
5,277
+121
50
$296K 0.24%
2,378
-53