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
$147M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.09M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$294K

Top Sells

1
+$1.55M
2
+$494K
3
+$481K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$368K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$210K

Sector Composition

1 Industrials 5.87%
2 Technology 4.16%
3 Healthcare 3.64%
4 Consumer Staples 2.23%
5 Financials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$374K 0.25%
6,707
+253
52
$359K 0.24%
3,136
-542
53
$351K 0.24%
2,955
54
$345K 0.24%
3,208
+268
55
$338K 0.23%
2,286
+68
56
$327K 0.22%
3,056
+690
57
$314K 0.21%
7,032
-1
58
$313K 0.21%
2,598
+5
59
$310K 0.21%
8,960
+680
60
$309K 0.21%
4,771
61
$298K 0.2%
2,924
+22
62
$284K 0.19%
3,745
-400
63
$282K 0.19%
3,951
-1,047
64
$282K 0.19%
7,962
65
$282K 0.19%
3,712
-299
66
$281K 0.19%
2,937
67
$272K 0.19%
4,398
+2
68
$271K 0.18%
4,363
+97
69
$254K 0.17%
8,842
+350
70
$247K 0.17%
4,246
-670
71
$231K 0.16%
5,727
-300
72
$230K 0.16%
6,296
73
$229K 0.16%
1,459
+110
74
$225K 0.15%
+5,200
75
$223K 0.15%
3,029
-476
1 2
3
4