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
$135M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.35M
3
+$1.28M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.22M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$460K

Top Sells

1
+$634K
2
+$584K
3
+$560K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$473K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$423K

Sector Composition

1 Technology 6.32%
2 Industrials 6.19%
3 Healthcare 3.67%
4 Consumer Staples 2.49%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$326K 0.24%
2,593
+17
52
$317K 0.23%
4,145
-192
53
$316K 0.23%
4,998
+83
54
$315K 0.23%
2,218
55
$310K 0.23%
2,940
-160
56
$309K 0.23%
+37,950
57
$308K 0.23%
8,280
-640
58
$305K 0.23%
2,937
+54
59
$302K 0.22%
4,771
60
$294K 0.22%
7,033
-956
61
$286K 0.21%
7,962
-1,888
62
$285K 0.21%
2,902
63
$277K 0.21%
4,916
-1,554
64
$276K 0.2%
4,011
-489
65
$272K 0.2%
6,296
66
$253K 0.19%
4,266
67
$251K 0.19%
4,396
+789
68
$248K 0.18%
2,366
-597
69
$244K 0.18%
6,027
+103
70
$241K 0.18%
8,492
+189
71
$224K 0.17%
3,115
72
$223K 0.17%
3,505
-158
73
$216K 0.16%
3,965
-225
74
$213K 0.16%
1,349
+14
75
$209K 0.15%
2,275
-926
1 2
3
4