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
$149M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
149
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$9.88M
3
+$8.15M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.8M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$3.67M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.98%
2 Financials 7.59%
3 Healthcare 6.5%
4 Communication Services 6.09%
5 Consumer Staples 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$734K 0.49%
+3,352
52
$732K 0.49%
+17,351
53
$717K 0.48%
+33,452
54
$676K 0.45%
+3,644
55
$675K 0.45%
+28,830
56
$668K 0.45%
+4,047
57
$664K 0.44%
+3,465
58
$663K 0.44%
+11,629
59
$648K 0.43%
+4,951
60
$643K 0.43%
+11,980
61
$636K 0.42%
+9,000
62
$632K 0.42%
+16,989
63
$630K 0.42%
+12,078
64
$616K 0.41%
+2,862
65
$611K 0.41%
+14,174
66
$580K 0.39%
+2,720
67
$579K 0.39%
+96,360
68
$565K 0.38%
+21,000
69
$548K 0.37%
+14,346
70
$533K 0.36%
+13,950
71
$531K 0.35%
+4,095
72
$508K 0.34%
+3,980
73
$506K 0.34%
+16,719
74
$487K 0.32%
+1,500
75
$483K 0.32%
+2,778
1 2
3
4 5