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
$142M
AUM Growth
+$4.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$721K
2
+$479K
3
+$229K
4
MO icon
Altria Group
MO
+$222K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$220K

Top Sells

1
+$906K
2
+$720K
3
+$610K
4
CWB icon
SPDR Bloomberg Convertible Securities ETF
CWB
+$572K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$567K

Sector Composition

1 Technology 4.55%
2 Industrials 4.42%
3 Healthcare 2.6%
4 Financials 2.16%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$220K 0.16%
+1,184
52
$218K 0.15%
+10,960
53
$210K 0.15%
+5,201
54
$204K 0.14%
+3,836
55
$202K 0.14%
+3,266
56
$201K 0.14%
+2,417
57
$200K 0.14%
2,329
-37
58
– –
-36,695
59
– –
-25,747
60
– –
-12,647
61
– –
-1,882
62
– –
-13,176
63
– –
-82,770
64
– –
-12,662
65
– –
-13,678
66
– –
-2,805
67
– –
-27,019
1 2
3