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
$138M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$641K
3
+$322K
4
JPM icon
JPMorgan Chase
JPM
+$202K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$201K

Top Sells

1
+$1.22M
2
+$625K
3
+$306K
4
DD
Du Pont De Nemours E I
DD
+$257K
5
EEQ
Enbridge Energy Management Llc
EEQ
+$245K

Sector Composition

1 Technology 4.46%
2 Industrials 4.07%
3 Healthcare 2.51%
4 Communication Services 1.69%
5 Consumer Staples 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$206K 0.15%
2,480
+151
52
$202K 0.15%
+3,322
53
$202K 0.15%
3,342
-1,977
54
– –
-10,960
55
– –
-3,836
56
– –
-3,505
57
– –
-13,197
58
– –
-4,166
59
– –
-58,103
1 2
3