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
$135M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.35M
3
+$1.28M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.22M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$460K

Top Sells

1
+$634K
2
+$584K
3
+$560K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$473K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$423K

Sector Composition

1 Technology 6.32%
2 Industrials 6.19%
3 Healthcare 3.67%
4 Consumer Staples 2.49%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$749K 0.55%
9,096
+664
27
$714K 0.53%
5,540
+869
28
$706K 0.52%
8,581
+5
29
$678K 0.5%
9,034
-816
30
$662K 0.49%
6,124
-187
31
$651K 0.48%
11,490
32
$601K 0.45%
21,366
+40
33
$587K 0.43%
4,057
+41
34
$584K 0.43%
28,455
-23,025
35
$529K 0.39%
20,606
+1,284
36
$480K 0.36%
3,597
+49
37
$460K 0.34%
+8,435
38
$430K 0.32%
13,317
+2,002
39
$419K 0.31%
3,678
-93
40
$405K 0.3%
4,242
+275
41
$394K 0.29%
6,280
+141
42
$384K 0.28%
21,482
43
$376K 0.28%
7,447
+14
44
$366K 0.27%
12,389
-2,852
45
$358K 0.27%
6,254
46
$349K 0.26%
6,454
-17
47
$344K 0.25%
2,955
-26
48
$342K 0.25%
6,217
-899
49
$341K 0.25%
3,081
-205
50
$341K 0.25%
4,202
-1,187
1
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