VWM

Vigilare Wealth Management Portfolio holdings

AUM $289M
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.88M
3
+$8.15M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.98%
2 Financials 7.59%
3 Healthcare 6.5%
4 Communication Services 6.09%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.05%
+6,817
27
$1.55M 1.03%
+17,839
28
$1.49M 0.99%
+7,301
29
$1.45M 0.97%
+23,867
30
$1.43M 0.95%
+21,142
31
$1.37M 0.91%
+32,013
32
$1.36M 0.91%
+8,404
33
$1.32M 0.88%
+12,700
34
$1.3M 0.86%
+13,756
35
$1.28M 0.86%
+9,572
36
$1.27M 0.85%
+47,451
37
$1.27M 0.84%
+10,134
38
$1.18M 0.79%
+14,164
39
$1.11M 0.74%
+16,691
40
$1.06M 0.71%
+4,765
41
$1.02M 0.68%
+9,623
42
$958K 0.64%
+6,725
43
$940K 0.63%
+15,773
44
$926K 0.62%
+8,231
45
$919K 0.61%
+6,390
46
$862K 0.57%
+30,862
47
$843K 0.56%
+9,922
48
$802K 0.53%
+22,549
49
$774K 0.52%
+2,564
50
$754K 0.5%
+16,000
1
2
3 4 5