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
$90.7M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.7M
3
+$1.2M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Top Sells

1
+$1.85M
2
+$1.79M
3
+$1.41M
4
AEP icon
American Electric Power
AEP
+$1.12M
5
BAC icon
Bank of America
BAC
+$1.04M

Sector Composition

1 Technology 19.61%
2 Healthcare 11.39%
3 Communication Services 8.71%
4 Consumer Discretionary 8.07%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$473K 0.48%
1,600
52
$427K 0.43%
2,394
-2,392
53
$407K 0.41%
1,885
-1,050
54
$399K 0.4%
10,292
-1,839
55
$397K 0.4%
2,416
-780
56
$391K 0.4%
2,940
-1,225
57
$384K 0.39%
6,913
-1,885
58
$383K 0.39%
2,442
59
$373K 0.38%
2,380
60
$366K 0.37%
5,180
-120
61
$360K 0.37%
3,590
-2,210
62
$359K 0.36%
5,944
+2
63
$354K 0.36%
4,494
-1,525
64
$339K 0.34%
1,087
-220
65
$333K 0.34%
18,703
-4,890
66
$326K 0.33%
3,750
-900
67
$323K 0.33%
3,094
-226
68
$314K 0.32%
+1,800
69
$303K 0.31%
2,310
+233
70
$299K 0.3%
+3,620
71
$297K 0.3%
+1,266
72
$295K 0.3%
1,978
-860
73
$292K 0.3%
720
-210
74
$282K 0.29%
+3,915
75
$280K 0.28%
950
1 2
3
4 5