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
$128M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.68M
2
+$1.63M
3
+$972K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$699K
5
VUG icon
Vanguard Growth ETF
VUG
+$361K

Top Sells

1
+$467K
2
+$197K
3
+$157K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$96.6K
5
XOM icon
Exxon Mobil
XOM
+$84.9K

Sector Composition

1 Technology 6.82%
2 Industrials 6.51%
3 Healthcare 4.05%
4 Consumer Staples 2.23%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$337K 0.26%
2,981
52
$324K 0.25%
3,201
-326
53
$321K 0.25%
21,482
+9,275
54
$318K 0.25%
4,771
55
$315K 0.25%
2,218
+10
56
$309K 0.24%
2,963
57
$304K 0.24%
2,576
+25
58
$300K 0.23%
6,471
-200
59
$298K 0.23%
3,100
+1
60
$295K 0.23%
4,337
61
$287K 0.22%
7,989
62
$284K 0.22%
4,915
63
$282K 0.22%
4,266
-1
64
$281K 0.22%
2,883
+47
65
$256K 0.2%
2,902
66
$253K 0.2%
5,924
+74
67
$252K 0.2%
3,663
+16
68
$249K 0.19%
6,296
69
$226K 0.18%
8,303
70
$223K 0.17%
2,805
-210
71
$216K 0.17%
1,335
-39
72
$214K 0.17%
3,607
73
$211K 0.16%
3,115
74
$201K 0.16%
1,390
75
$201K 0.16%
+5,940
1 2
3
4