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
-$2.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$379K
2 +$219K
3 +$202K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$197K
5
STJ
St Jude Medical
STJ
+$182K

Top Sells

1 +$6.61M
2 +$3.98M
3 +$351K
4
JPM icon
JPMorgan Chase
JPM
+$202K
5
META icon
Meta Platforms (Facebook)
META
+$202K

Sector Composition

1 Technology 5.6%
2 Industrials 4.37%
3 Healthcare 2.76%
4 Consumer Staples 1.66%
5 Financials 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$230K 0.17%
5,301
52
$219K 0.16%
+8,814
53
$202K 0.15%
+4,977
54
-3,322
55
-3,342