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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$30.4M
2
+$20.9M
3
+$13.2M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$12.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.88%
2 Industrials 3.51%
3 Healthcare 2.38%
4 Financials 1.97%
5 Consumer Staples 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$221K 0.16%
+6,310
52
$206K 0.15%
+8,458
53
$205K 0.15%
+2,513
54
$203K 0.15%
+3,965
55
$135K 0.1%
+14,536
1 2
3