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
$127M
AUM Growth
+$304K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.45M
3
+$2.37M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.65M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.47M

Top Sells

1
+$2.24M
2
+$1.92M
3
+$1.23M
4
MDT icon
Medtronic
MDT
+$952K
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$809K

Sector Composition

1 Technology 7.49%
2 Industrials 6.87%
3 Healthcare 4.05%
4 Consumer Staples 2.21%
5 Financials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$90K 0.07%
+10,000
77
$48K 0.04%
12,310
+2,000
78
– –
-4,117
79
– –
-1,028
80
– –
-8,718
81
– –
-5,899
82
– –
-2,554
83
– –
-5,260
1 2 3
4