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
$165M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.11M
3
+$1.05M
4
GLD icon
SPDR Gold Trust
GLD
+$870K
5
SOFI icon
SoFi Technologies
SOFI
+$849K

Top Sells

1
+$1.05M
2
+$931K
3
+$641K
4
IAU icon
iShares Gold Trust
IAU
+$366K
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$362K

Sector Composition

1 Technology 20.04%
2 Consumer Discretionary 10.35%
3 Healthcare 9.92%
4 Communication Services 6.84%
5 Financials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$779K 0.47%
2,208
+234
52
$760K 0.46%
4,918
-566
53
$740K 0.45%
18,890
+6,632
54
$736K 0.45%
4,550
+300
55
$704K 0.43%
6,721
+2,834
56
$693K 0.42%
6,167
+691
57
$684K 0.42%
3,071
+800
58
$683K 0.41%
7,274
+2,745
59
$671K 0.41%
12,669
+6,552
60
$667K 0.4%
7,766
-7,466
61
$662K 0.4%
1,131
+7
62
$650K 0.39%
15,955
-988
63
$645K 0.39%
6,011
+158
64
$641K 0.39%
3,335
+123
65
$627K 0.38%
1,365
+70
66
$625K 0.38%
2,555
+591
67
$605K 0.37%
11,753
+192
68
$602K 0.37%
2,605
-180
69
$601K 0.36%
5,891
-381
70
$598K 0.36%
9,451
+1,579
71
$595K 0.36%
+8,601
72
$592K 0.36%
+2,447
73
$592K 0.36%
5,756
-380
74
$588K 0.36%
6,314
-9,999
75
$585K 0.36%
1,602
+1
1 2
3
4 5