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
$123M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$14.8M
2 +$250K
3 +$201K
4
UNH icon
UnitedHealth
UNH
+$118K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$107K

Sector Composition

1 Technology 7.91%
2 Industrials 5.59%
3 Healthcare 4.83%
4 Financials 2.16%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$295K 0.24%
5,211
+1
52
$293K 0.24%
+2,185
53
$292K 0.24%
5,846
-333
54
$286K 0.23%
5,873
+282
55
$285K 0.23%
4,800
56
$277K 0.22%
2,838
-342
57
$274K 0.22%
7,895
+2
58
$272K 0.22%
6,225
-174
59
$266K 0.22%
1,278
-107
60
$258K 0.21%
3,091
+535
61
$256K 0.21%
4,117
+450
62
$252K 0.2%
4,164
+305
63
$248K 0.2%
5,746
+1,008
64
$243K 0.2%
2,439
-34
65
$241K 0.2%
3,194
-190
66
$235K 0.19%
8,538
-461
67
$235K 0.19%
2,460
+52
68
$234K 0.19%
4,160
-505
69
$228K 0.19%
2,207
-126
70
$222K 0.18%
3,766
-140
71
$220K 0.18%
3,423
+14
72
$217K 0.18%
2,641
+41
73
$216K 0.18%
+7,882
74
$200K 0.16%
5,261
-135
75
$63K 0.05%
+10,310