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
$141M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.94M
3
+$1.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.08M
2
+$1.34M
3
+$1.15M
4
SH icon
ProShares Short S&P500
SH
+$899K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$851K

Sector Composition

1 Technology 18.7%
2 Healthcare 10.89%
3 Consumer Discretionary 10.41%
4 Communication Services 7.29%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 1.06%
7,023
+2,735
27
$1.41M 1%
8,802
-192
28
$1.3M 0.92%
25,589
-26,369
29
$1.29M 0.92%
15,232
+9,115
30
$1.23M 0.87%
9,247
+3,584
31
$1.21M 0.86%
4,759
+3,657
32
$1.2M 0.85%
+31,116
33
$1.2M 0.85%
10,810
+4,280
34
$1.09M 0.78%
4,824
+369
35
$1.08M 0.77%
5,476
-171
36
$1.08M 0.77%
7,622
+1,394
37
$1.05M 0.75%
+59,720
38
$1.03M 0.73%
6,755
+1,834
39
$940K 0.67%
10,210
-775
40
$922K 0.65%
+23,823
41
$859K 0.61%
3,539
+1,889
42
$808K 0.57%
4,426
+2,774
43
$804K 0.57%
9,442
-539
44
$803K 0.57%
12,272
+9,722
45
$788K 0.56%
+16,943
46
$776K 0.55%
3,153
-123
47
$763K 0.54%
+4,083
48
$755K 0.54%
2,955
+620
49
$739K 0.52%
+1,974
50
$729K 0.52%
5,484
+1,889
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