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
$162M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$900K
3
+$881K
4
UBER icon
Uber
UBER
+$652K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$608K

Top Sells

1
+$1.47M
2
+$1.3M
3
+$1.08M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$693K
5
BND icon
Vanguard Total Bond Market
BND
+$667K

Sector Composition

1 Technology 20.95%
2 Healthcare 10.89%
3 Consumer Discretionary 10.38%
4 Financials 7.04%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$788K 0.49%
4,733
+1,150
52
$786K 0.49%
6,092
-3,093
53
$786K 0.49%
15,491
-6,731
54
$780K 0.48%
7,579
+305
55
$745K 0.46%
8,794
-680
56
$723K 0.45%
2,392
-55
57
$716K 0.44%
11,152
-5,806
58
$707K 0.44%
14,028
-21,351
59
$700K 0.43%
4,005
-545
60
$688K 0.43%
6,463
+452
61
$666K 0.41%
1,763
+561
62
$665K 0.41%
10,621
+2,020
63
$663K 0.41%
2,457
+40
64
$659K 0.41%
19,810
+9,925
65
$652K 0.4%
+14,555
66
$652K 0.4%
3,391
+56
67
$640K 0.4%
2,696
+141
68
$636K 0.39%
2,754
-708
69
$608K 0.38%
+27,470
70
$607K 0.38%
15,586
-369
71
$606K 0.37%
11,996
+243
72
$604K 0.37%
4,157
-761
73
$599K 0.37%
962
-90
74
$598K 0.37%
5,898
-823
75
$592K 0.37%
4,440
-20
1 2
3
4 5