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
$123M
AUM Growth
-$9.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Sells

1 +$14.8M
2 +$250K
3 +$201K
4
UNH icon
UnitedHealth
UNH
+$118K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$107K

Sector Composition

1 Technology 7.91%
2 Industrials 5.59%
3 Healthcare 4.83%
4 Financials 2.16%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-2,669
77
-7,014