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
$169M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$718K
3
+$674K
4
GH icon
Guardant Health
GH
+$550K
5
LIN icon
Linde
LIN
+$547K

Top Sells

1
+$984K
2
+$665K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$562K
5
DKNG icon
DraftKings
DKNG
+$554K

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 10.3%
3 Healthcare 9.86%
4 Financials 6.82%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$802K 0.47%
1,597
+727
52
$799K 0.47%
6,805
+907
53
$799K 0.47%
34,925
+7,455
54
$773K 0.46%
2,799
+45
55
$762K 0.45%
10,752
-1,480
56
$761K 0.45%
1,989
+226
57
$739K 0.44%
5,725
+1,720
58
$725K 0.43%
38,135
+18,325
59
$718K 0.42%
+12,133
60
$717K 0.42%
2,457
61
$715K 0.42%
15,990
+404
62
$715K 0.42%
6,481
+18
63
$705K 0.42%
8,678
+2,356
64
$697K 0.41%
3,110
+414
65
$695K 0.41%
2,052
-340
66
$694K 0.41%
4,164
+7
67
$692K 0.41%
13,315
-12,519
68
$656K 0.39%
3,479
+88
69
$642K 0.38%
4,440
70
$640K 0.38%
6,773
-3,777
71
$634K 0.37%
1,849
+142
72
$618K 0.37%
3,468
-407
73
$613K 0.36%
12,007
+11
74
$602K 0.36%
927
-35
75
$577K 0.34%
1,605
+1
1 2
3
4 5