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
$171M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$25.7M
3
+$21.9M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$9M
5
BND icon
Vanguard Total Bond Market
BND
+$2.77M

Top Sells

1
+$964K
2
+$915K
3
+$598K
4
TSLA icon
Tesla
TSLA
+$420K
5
BABA icon
Alibaba
BABA
+$361K

Sector Composition

1 Technology 8.77%
2 Healthcare 5.73%
3 Consumer Staples 4.04%
4 Consumer Discretionary 3.91%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.26%
2,847
-646
52
$446K 0.26%
1,698
+1
53
$442K 0.26%
38,013
-8,005
54
$424K 0.25%
990
+321
55
$411K 0.24%
1,721
+4
56
$406K 0.24%
3,374
-1,731
57
$387K 0.23%
11,140
-380
58
$386K 0.23%
3,511
-876
59
$382K 0.22%
1,087
+10
60
$376K 0.22%
4,240
61
$368K 0.21%
+12,500
62
$367K 0.21%
5,302
63
$330K 0.19%
8,095
-944
64
$330K 0.19%
1,796
-60
65
$326K 0.19%
6,897
-1,650
66
$325K 0.19%
2,146
+378
67
$324K 0.19%
2,771
-46
68
$323K 0.19%
1,956
-114
69
$322K 0.19%
3,938
+3
70
$320K 0.19%
1,682
-358
71
$314K 0.18%
2,860
+53
72
$305K 0.18%
1,149
-160
73
$302K 0.18%
4,332
-150
74
$302K 0.18%
1,735
-81
75
$300K 0.18%
11,351
-253
1 2
3
4 5