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
$90.7M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.7M
3
+$1.2M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Top Sells

1
+$1.85M
2
+$1.79M
3
+$1.41M
4
AEP icon
American Electric Power
AEP
+$1.12M
5
BAC icon
Bank of America
BAC
+$1.04M

Sector Composition

1 Technology 19.61%
2 Healthcare 11.39%
3 Communication Services 8.71%
4 Consumer Discretionary 8.07%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 1.01%
13,547
+72
27
$966K 0.98%
8,666
-4,313
28
$935K 0.95%
13,876
-1,573
29
$930K 0.94%
5,555
+600
30
$912K 0.93%
+17,968
31
$866K 0.88%
91,200
-2,160
32
$843K 0.86%
2,782
+3
33
$836K 0.85%
6,974
-658
34
$807K 0.82%
8,500
+490
35
$758K 0.77%
4,049
-200
36
$737K 0.75%
8,083
-817
37
$723K 0.73%
+8,344
38
$673K 0.68%
15,130
-268
39
$656K 0.67%
3,405
-60
40
$644K 0.65%
+10,954
41
$635K 0.64%
6,749
-19,697
42
$634K 0.64%
27,762
-2,674
43
$606K 0.62%
2,570
-42
44
$605K 0.61%
19,500
-52
45
$594K 0.6%
1,364
-45
46
$593K 0.6%
8,689
+4,138
47
$585K 0.59%
3,172
-475
48
$573K 0.58%
5,843
-98
49
$534K 0.54%
3,780
-2,610
50
$514K 0.52%
+8,348
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