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
$147M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.09M
3
+$1.41M
4
BND icon
Vanguard Total Bond Market
BND
+$1.36M
5
BSCH
Guggenheim BulletShares 2017 Corporate Bond ETF
BSCH
+$294K

Top Sells

1
+$1.55M
2
+$494K
3
+$481K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$368K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$210K

Sector Composition

1 Industrials 5.87%
2 Technology 4.16%
3 Healthcare 3.64%
4 Consumer Staples 2.23%
5 Financials 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.14%
1,988
77
$209K 0.14%
2,722
-393
78
$207K 0.14%
3,965
79
$206K 0.14%
+2,412
80
– –
0
81
– –
-2,275
82
– –
-11,247
1 2 3
4