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
$135M
AUM Growth
+$6.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.35M
3
+$1.28M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.22M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$460K

Top Sells

1
+$634K
2
+$584K
3
+$560K
4
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$473K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$423K

Sector Composition

1 Technology 6.32%
2 Industrials 6.19%
3 Healthcare 3.67%
4 Consumer Staples 2.49%
5 Financials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$204K 0.15%
+1,988
77
$51K 0.04%
11,247
-3,146
78
– –
-5,940
79
– –
-1,390
80
– –
-2,805
81
– –
-8,455
82
– –
-10,000
1 2 3
4