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
$162M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1 +$927K
2 +$900K
3 +$881K
4
UBER icon
Uber
UBER
+$652K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$608K

Sector Composition

1 Technology 20.95%
2 Healthcare 10.89%
3 Consumer Discretionary 10.38%
4 Financials 7.04%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.48M 0.91%
5,670
+1,236
27
$1.47M 0.91%
9,002
+2,299
28
$1.43M 0.88%
6,493
-542
29
$1.42M 0.88%
10,129
-2,079
30
$1.4M 0.86%
25,834
-752
31
$1.33M 0.82%
25,029
-889
32
$1.31M 0.81%
30,909
+3,370
33
$1.28M 0.79%
8,516
+751
34
$1.26M 0.78%
14,653
+951
35
$1.15M 0.71%
4,691
-395
36
$1.15M 0.71%
5,019
+2
37
$1.04M 0.65%
8,835
+4,681
38
$1.04M 0.64%
9,470
-40
39
$992K 0.61%
3,635
-320
40
$944K 0.58%
10,550
+588
41
$917K 0.57%
12,211
+4,701
42
$916K 0.57%
6,190
+595
43
$900K 0.56%
20,935
+2,045
44
$888K 0.55%
17,056
+10,483
45
$871K 0.54%
16,007
+3,338
46
$838K 0.52%
8,109
+4,359
47
$832K 0.51%
2,975
-179
48
$829K 0.51%
12,232
+5,544
49
$800K 0.49%
8,125
+2,832
50
$799K 0.49%
1,388
+257