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
$169M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$718K
3
+$674K
4
GH icon
Guardant Health
GH
+$550K
5
LIN icon
Linde
LIN
+$547K

Top Sells

1
+$984K
2
+$665K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$562K
5
DKNG icon
DraftKings
DKNG
+$554K

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 10.3%
3 Healthcare 9.86%
4 Financials 6.82%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 0.96%
4,830
+22
27
$1.57M 0.93%
7,804
+1,311
28
$1.54M 0.91%
8,881
+365
29
$1.52M 0.9%
11,010
+40
30
$1.51M 0.89%
9,521
+519
31
$1.35M 0.8%
15,671
+1,018
32
$1.35M 0.8%
30,304
-605
33
$1.33M 0.78%
5,736
+717
34
$1.27M 0.75%
24,636
-393
35
$1.26M 0.75%
8,989
+154
36
$1.22M 0.72%
21,898
+4,842
37
$1.19M 0.7%
6,283
+613
38
$1.13M 0.67%
7,869
+290
39
$1.09M 0.65%
5,974
-118
40
$1.09M 0.64%
3,635
41
$1.08M 0.64%
9,641
+1,532
42
$1.06M 0.63%
5,173
+482
43
$1.05M 0.62%
2,975
44
$1.03M 0.61%
16,311
+304
45
$1M 0.59%
9,320
-150
46
$914K 0.54%
4,108
-4,421
47
$887K 0.52%
7,767
-358
48
$880K 0.52%
4,838
+105
49
$860K 0.51%
11,228
-983
50
$823K 0.49%
1,451
+63
1
2
3 4 5