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
$247M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
97
New
Increased
Reduced
Closed

Top Buys

1
+$26.7M
2
+$4.11M
3
+$3.83M
4
PSQ icon
ProShares Short QQQ
PSQ
+$3.31M
5
SH icon
ProShares Short S&P500
SH
+$3.14M

Top Sells

1
+$25.2M
2
+$1.21M
3
+$1.16M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.01M
5
BND icon
Vanguard Total Bond Market
BND
+$781K

Sector Composition

1 Technology 6.51%
2 Consumer Discretionary 3.19%
3 Consumer Staples 2.9%
4 Healthcare 2.83%
5 Financials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.61%
3,116
-34
27
$1.44M 0.58%
2,726
-126
28
$1.3M 0.53%
4,745
-1
29
$1.21M 0.49%
9,929
-1,776
30
$1.17M 0.47%
+17,171
31
$1.15M 0.46%
6,639
-521
32
$1.1M 0.44%
10,841
+5,625
33
$1.06M 0.43%
6,210
-327
34
$1.04M 0.42%
9,172
+2
35
$1.02M 0.41%
30,565
-275
36
$1.01M 0.41%
6,237
-671
37
$949K 0.38%
7,835
+3
38
$944K 0.38%
3,609
-392
39
$922K 0.37%
18,217
+2,344
40
$787K 0.32%
1,345
-7
41
$748K 0.3%
15,871
-1,933
42
$724K 0.29%
3,434
-1,024
43
$709K 0.29%
1,857
44
$658K 0.27%
12,458
-4,229
45
$647K 0.26%
8,014
-1,877
46
$589K 0.24%
6,972
47
$579K 0.23%
2,931
+4
48
$563K 0.23%
3,306
+2
49
$545K 0.22%
952
-300
50
$509K 0.21%
6,412
1
2
3 4