VWM
Vector Wealth Management Portfolio holdings
AUM
$142M
This Quarter Return
+5.9%
1 Year Return
+10.42%
3 Year Return
+2.13%
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+3.4%)
Cap. Flow
-$2.65M
Cap. Flow
% of AUM
-1.87%
Top 10 Holdings %
Top 10 Hldgs %
85.34%
Holding
67
New
8
Increased
20
Reduced
23
Closed
10
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$721K |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$479K |
| 3 |
iShares MSCI Emerging Markets ETF
EEM
|
$229K |
| 4 |
Altria Group
MO
|
$222K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$220K |
Top Sells
Sector Composition
| 1 | Technology | 4.55% |
| 2 | Industrials | 4.42% |
| 3 | Healthcare | 2.6% |
| 4 | Financials | 2.16% |
| 5 | Communication Services | 1.74% |
