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
$133M
AUM Growth
-$2.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Sells

1 +$7.58M
2 +$1.14M
3 +$233K
4
T icon
AT&T
T
+$103K
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$97.7K

Sector Composition

1 Technology 6.61%
2 Industrials 5.02%
3 Healthcare 3.56%
4 Consumer Staples 2.04%
5 Financials 1.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$287K 0.22%
1,385
+2
52
$284K 0.21%
7,893
+127
53
$283K 0.21%
+4,800
54
$275K 0.21%
5,156
-485
55
$275K 0.21%
3,384
+4
56
$262K 0.2%
5,591
+223
57
$253K 0.19%
3,667
+106
58
$250K 0.19%
8,999
+432
59
$250K 0.19%
+2,669
60
$250K 0.19%
+4,665
61
$242K 0.18%
3,859
+128
62
$235K 0.18%
+2,473
63
$228K 0.17%
2,408
-293
64
$225K 0.17%
+2,333
65
$223K 0.17%
+3,906
66
$213K 0.16%
4,738
-668
67
$211K 0.16%
+2,556
68
$205K 0.15%
+5,396
69
$203K 0.15%
2,600
70
$202K 0.15%
+3,409
71
$201K 0.15%
+7,014
72
-2,484
73
-39,087
74
-11,500