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
$171M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$25.7M
3
+$21.9M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$9M
5
BND icon
Vanguard Total Bond Market
BND
+$2.77M

Top Sells

1
+$964K
2
+$915K
3
+$598K
4
TSLA icon
Tesla
TSLA
+$420K
5
BABA icon
Alibaba
BABA
+$361K

Sector Composition

1 Technology 8.77%
2 Healthcare 5.73%
3 Consumer Staples 4.04%
4 Consumer Discretionary 3.91%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.72%
22,604
-2,227
27
$1.22M 0.71%
23,720
-97
28
$1.21M 0.7%
5,806
+1
29
$1.09M 0.63%
+8,005
30
$924K 0.54%
13,000
+3,500
31
$915K 0.53%
62,590
-10,520
32
$792K 0.46%
2,565
33
$780K 0.46%
20,498
-3,230
34
$742K 0.43%
5,536
+15
35
$612K 0.36%
3,789
+9
36
$605K 0.35%
2,570
-440
37
$582K 0.34%
7,736
+2,554
38
$569K 0.33%
2,160
+7
39
$567K 0.33%
3,805
+4
40
$567K 0.33%
1,631
+2
41
$566K 0.33%
8,899
-987
42
$539K 0.31%
4,067
-1,245
43
$530K 0.31%
12,027
-1,102
44
$529K 0.31%
21,015
+1,416
45
$508K 0.3%
2,142
+6
46
$502K 0.29%
4,636
-1,592
47
$502K 0.29%
10,843
-333
48
$500K 0.29%
11,909
+3,771
49
$486K 0.28%
5,594
-1,204
50
$450K 0.26%
+4,519
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