VWM
Vector Wealth Management Portfolio holdings
AUM
$142M
1-Year Est. Return
10.42%
1 Year Est. Return
+10.42%
AUM
$146M
AUM Growth
-$759K
(-0.52%)
Holding
82
Top Buys
| 1 | +$4.14M | |
| 2 | +$2.64M | |
| 3 | +$333K | |
| 4 |
Vanguard Total Bond Market
BND
|
+$323K |
| 5 |
Schwab International Equity ETF
SCHF
|
+$316K |
Top Sells
| 1 | +$11.3M | |
| 2 | +$810K | |
| 3 | +$496K | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$260K |
| 5 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
+$259K |
Sector Composition
| 1 | Industrials | 6.14% |
| 2 | Technology | 4.67% |
| 3 | Healthcare | 3.51% |
| 4 | Consumer Staples | 2.06% |
| 5 | Financials | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
PepsiCo
PEP
$210B
| $216K | 0.15% |
1,988
|
|
||
77
Amazon
AMZN
$2.27T
| $215K | 0.15% |
+5,140
|
|
||
78
iShares Select Dividend ETF
DVY
$20.6B
| $207K | 0.14% |
2,412
|
|
||
79
Equifax
EFX
$28B
| $201K | 0.14% |
+1,489
|
|
||
|
PMF
80
DELISTED
PIMCO Municipal Income Fund
PMF
| – | – |
0
|
|
||
81
Bristol-Myers Squibb
BMY
$88.8B
| – | – |
-3,029
|
|
||
82
Kellanova
K
$28.9B
| – | – |
-2,722
|
|