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
$147M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.09M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$294K

Top Sells

1
+$1.55M
2
+$494K
3
+$481K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$368K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$210K

Sector Composition

1 Industrials 5.87%
2 Technology 4.16%
3 Healthcare 3.64%
4 Consumer Staples 2.23%
5 Financials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$790K 0.54%
9,322
+226
27
$772K 0.53%
5,469
-71
28
$765K 0.52%
6,310
+186
29
$762K 0.52%
37,530
+9,075
30
$750K 0.51%
4,969
-61
31
$746K 0.51%
8,596
-438
32
$737K 0.5%
13,230
+4,795
33
$732K 0.5%
21,918
+552
34
$683K 0.47%
4,716
-781
35
$671K 0.46%
11,490
36
$589K 0.4%
8,439
-142
37
$574K 0.39%
3,953
-104
38
$534K 0.36%
19,908
-698
39
$518K 0.35%
62,412
+24,462
40
$478K 0.33%
6,133
-84
41
$460K 0.31%
8,371
+924
42
$448K 0.31%
4,270
+28
43
$446K 0.3%
13,615
+298
44
$432K 0.29%
7,731
+1,477
45
$429K 0.29%
6,209
-71
46
$420K 0.29%
3,289
-308
47
$404K 0.28%
12,387
-2
48
$402K 0.27%
21,482
49
$398K 0.27%
4,775
+573
50
$378K 0.26%
3,284
+203
1
2
3 4