VWM
Vigil Wealth Management Portfolio holdings
AUM
$120M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$120M
AUM Growth
–
Holding
77
Top Buys
| 1 | +$11.6M | |
| 2 | +$11.6M | |
| 3 | +$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% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Core S&P US Growth ETF
IUSG
$27.5B
| $204K | 0.17% |
+1,215
|
|
||
77
Cleveland-Cliffs
CLF
$6.15B
| $133K | 0.11% |
+10,000
|
|