VWM
Vector Wealth Management Portfolio holdings
AUM
$142M
1-Year Est. Return
10.42%
1 Year Est. Return
+10.42%
AUM
$142M
AUM Growth
-$3.52M
(-2.4%)
Holding
84
Top Buys
| 1 | +$1.67M | |
| 2 | +$1.43M | |
| 3 | +$896K | |
| 4 |
BSCJ
Invesco BulletShares 2019 Corporate Bond ETF
BSCJ
|
+$439K |
| 5 |
Vanguard Total Bond Market
BND
|
+$266K |
Top Sells
| 1 | +$3.39M | |
| 2 | +$1.41M | |
| 3 | +$800K | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$410K |
| 5 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$353K |
Sector Composition
| 1 | Industrials | 6.16% |
| 2 | Technology | 4.91% |
| 3 | Healthcare | 3.36% |
| 4 | Consumer Staples | 2.02% |
| 5 | Financials | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Preferred and Income Securities ETF
PFF
$14.6B
| $214K | 0.15% |
+5,750
|
|
||
77
General Mills
GIS
$25.8B
| $207K | 0.15% |
3,343
-615
|
|
||
78
PepsiCo
PEP
$210B
| $205K | 0.14% |
1,955
-33
|
|
||
|
PMF
79
DELISTED
PIMCO Municipal Income Fund
PMF
| – | – |
0
|
|
||
80
MannKind Corp
MNKD
$1.68B
| $6K | ﹤0.01% |
+2,000
|
|
||
81
Amazon
AMZN
$2.27T
| – | – |
-5,140
|
|
||
82
Equifax
EFX
$28B
| – | – |
-1,489
|
|
||
|
83
Invesco S&P 500 Low Volatility ETF
SPLV
$7.82B
| – | – |
-8,510
|
|
||
|
BSCG
84
DELISTED
Guggenheim BulletShares 2016 Corporate Bond ETF
BSCG
| – | – |
-36,245
|
|