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
$127M
AUM Growth
+$3.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.8M
2
+$1.57M
3
+$1.13M
4
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$779K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$499K

Top Sells

1
+$3.4M
2
+$318K
3
+$258K
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$234K
5
FDL icon
First Trust Morningstar Dividend Leaders Index Fund
FDL
+$93.3K

Sector Composition

1 Industrials 8.21%
2 Technology 7.95%
3 Healthcare 5.12%
4 Financials 2.11%
5 Consumer Staples 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$298K 0.24%
5,336
+59
52
$293K 0.23%
2,259
+74
53
$290K 0.23%
4,267
+103
54
$289K 0.23%
5,211
55
$283K 0.22%
4,800
56
$283K 0.22%
6,078
+205
57
$281K 0.22%
5,745
-101
58
$270K 0.21%
2,845
+7
59
$265K 0.21%
1,279
+1
60
$261K 0.21%
2,485
+278
61
$253K 0.2%
4,117
62
$252K 0.2%
7,850
-45
63
$250K 0.2%
5,751
-474
64
$246K 0.19%
2,864
+223
65
$245K 0.19%
3,679
+256
66
$241K 0.19%
6,580
+1,319
67
$238K 0.19%
9,160
+1,278
68
$238K 0.19%
5,899
+153
69
$238K 0.19%
2,554
+94
70
$232K 0.18%
2,898
-296
71
$222K 0.18%
3,766
72
$218K 0.17%
+1,028
73
$207K 0.16%
+3,071
74
$203K 0.16%
7,393
-1,145
75
$84K 0.07%
10,310
1 2
3
4