VWM
Vector Wealth Management Portfolio holdings
AUM
$142M
This Quarter Return
-1.93%
1 Year Return
+10.42%
3 Year Return
+2.13%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(+2.9%)
Cap. Flow
+$6.37M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
74.27%
Holding
77
New
2
Increased
46
Reduced
13
Closed
2
Top Buys
Top Sells
Sector Composition
| 1 | Industrials | 8.21% |
| 2 | Technology | 7.95% |
| 3 | Healthcare | 5.12% |
| 4 | Financials | 2.11% |
| 5 | Consumer Staples | 2.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Total Bond Market
BND
$133B
| – | – |
-3,091
| Closed | -$258K |
|
77
Vanguard Global ex-US Real Estate ETF
VNQI
$3.5B
| – | – |
-4,160
| Closed | -$234K |
|