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
$127M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.57M
3
+$1.13M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$779K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$499K

Top Sells

1
+$3.4M
2
+$318K
3
+$258K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$234K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$93.3K

Sector Composition

1 Industrials 8.21%
2 Technology 7.95%
3 Healthcare 5.12%
4 Financials 2.11%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$654K 0.52%
5,129
+332
27
$635K 0.5%
19,984
-277
28
$622K 0.49%
15,694
29
$609K 0.48%
26,520
30
$585K 0.46%
3,761
+3
31
$564K 0.45%
5,785
+58
32
$520K 0.41%
7,115
33
$474K 0.37%
6,029
+894
34
$463K 0.37%
11,669
+2,918
35
$462K 0.36%
20,263
-4,090
36
$458K 0.36%
4,277
+598
37
$424K 0.33%
7,806
+567
38
$419K 0.33%
3,769
-473
39
$408K 0.32%
4,581
+99
40
$393K 0.31%
5,260
+824
41
$385K 0.3%
3,293
-270
42
$372K 0.29%
13,881
+16
43
$368K 0.29%
4,337
44
$360K 0.28%
3,725
+11
45
$359K 0.28%
2,875
+497
46
$337K 0.27%
11,085
+498
47
$315K 0.25%
3,250
48
$305K 0.24%
8,718
+3
49
$305K 0.24%
5,023
50
$301K 0.24%
3,116
1
2
3 4