VWM

Vector Wealth Management Portfolio holdings

AUM $142M
1-Year Est. Return 10.42%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.82M
2 +$1.78M
3 +$961K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$711K
5
VUG icon
Vanguard Growth ETF
VUG
+$364K

Top Sells

1 +$482K
2 +$207K
3 +$158K
4
CWI icon
State Street SPDR MSCI ACWI ex-US ETF
CWI
+$100K
5
XOM icon
Exxon Mobil
XOM
+$87.1K

Sector Composition

1 Technology 6.82%
2 Industrials 6.51%
3 Healthcare 4.05%
4 Consumer Staples 2.23%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$200K 0.16%
4,190
77
$93K 0.07%
10,000
78
$49K 0.04%
14,393
+2,083