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
-$549K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$225K
2 +$206K
3 +$139K
4
WFC icon
Wells Fargo
WFC
+$114K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$108K

Sector Composition

1 Technology 6.14%
2 Industrials 4.24%
3 Healthcare 2.94%
4 Financials 1.93%
5 Consumer Staples 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$233K 0.17%
2,484
+2
52
$225K 0.17%
+3,731
53
$215K 0.16%
8,567
-247
54
$207K 0.15%
5,406
+429
55
$206K 0.15%
+2,600
56
$35K 0.03%
+11,500