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
$250M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.63M
3
+$4.41M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.01M

Top Sells

1
+$23.8M
2
+$9.17M
3
+$2.06M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.97M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.75M

Sector Composition

1 Technology 5.9%
2 Consumer Discretionary 3.21%
3 Financials 2.82%
4 Consumer Staples 2.82%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.8%
+39,850
27
$1.73M 0.69%
2,092
-458
28
$1.66M 0.66%
4,746
29
$1.43M 0.57%
3,898
-6
30
$1.18M 0.47%
6,906
+356
31
$1.1M 0.44%
6,617
+1,107
32
$1.07M 0.43%
20,625
+6,327
33
$1.07M 0.43%
14,845
-2,328
34
$1.06M 0.43%
9,826
+76
35
$953K 0.38%
3,679
+300
36
$906K 0.36%
3,693
+344
37
$835K 0.33%
5,567
-55
38
$831K 0.33%
16,412
-469
39
$674K 0.27%
8,548
+1,343
40
$665K 0.27%
6,718
+38
41
$660K 0.26%
1,145
+593
42
$659K 0.26%
4,976
-696
43
$648K 0.26%
7,220
+154
44
$635K 0.25%
1,819
-39
45
$633K 0.25%
12,461
+1
46
$584K 0.23%
2,785
+3
47
$556K 0.22%
18,092
+5,324
48
$546K 0.22%
1,025
-29
49
$506K 0.2%
6,412
50
$470K 0.19%
1,510
1
2
3 4 5