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
$141M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.94M
3
+$1.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.08M
2
+$1.34M
3
+$1.15M
4
SH icon
ProShares Short S&P500
SH
+$899K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$851K

Sector Composition

1 Technology 18.7%
2 Healthcare 10.89%
3 Consumer Discretionary 10.41%
4 Communication Services 7.29%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$727K 0.52%
10,501
-16,623
52
$709K 0.5%
+3,209
53
$676K 0.48%
8,751
+272
54
$669K 0.48%
+10,091
55
$662K 0.47%
5,284
+1,279
56
$656K 0.47%
8,915
-712
57
$639K 0.45%
6,272
-20,405
58
$638K 0.45%
6,136
+2,654
59
$638K 0.45%
19,374
+7,774
60
$634K 0.45%
20,253
+10,203
61
$624K 0.44%
2,785
+570
62
$607K 0.43%
+3,212
63
$596K 0.42%
+5,476
64
$588K 0.42%
5,853
-6,379
65
$570K 0.4%
1,601
+1,001
66
$569K 0.4%
3,582
+1,673
67
$568K 0.4%
11,561
+1,574
68
$567K 0.4%
4,250
+2,240
69
$565K 0.4%
52,580
+18,615
70
$546K 0.39%
2,739
+129
71
$545K 0.39%
2,349
+449
72
$534K 0.38%
1,124
+25
73
$523K 0.37%
1,045
+655
74
$508K 0.36%
5,890
-2,315
75
$503K 0.36%
2,023
-202
1 2
3
4 5