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VWM
Vigil Wealth Management Portfolio holdings
AUM
$124M
This Fund
S&P 500
This Quarter
Est. Return
+2.63%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$120M
AUM Growth
–
Cap. Flow
+$119M
Cap. Flow
% of AUM
98.69%
Top 10 Holdings %
Top 10 Hldgs %
63.11%
Holding
77
New
77
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Capital Group Dividend Value ETF
CGDV
|
+$11.6M |
| 2 |
Capital Group Core Equity ETF
CGUS
|
+$11.6M |
| 3 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$11.5M |
| 4 |
Dimensional US Core Equity Market ETF
DFAU
|
+$8.38M |
| 5 |
Philip Morris
PM
|
+$7.57M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Staples | 8.26% |
| 2 | Technology | 3.66% |
| 3 | Energy | 3.58% |
| 4 | Consumer Discretionary | 3.1% |
| 5 | Communication Services | 2.09% |
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