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
$177M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$14.4M
3
+$2.78M
4
SH icon
ProShares Short S&P500
SH
+$1.07M
5
PSQ icon
ProShares Short QQQ
PSQ
+$728K

Top Sells

1
+$17.7M
2
+$7.27M
3
+$4.48M
4
BND icon
Vanguard Total Bond Market
BND
+$3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.67M

Sector Composition

1 Technology 9.47%
2 Healthcare 4.49%
3 Consumer Discretionary 4.02%
4 Consumer Staples 3.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$478K 0.27%
7,699
-1,200
52
$439K 0.25%
34,867
-3,146
53
$421K 0.24%
1,873
-269
54
$411K 0.23%
1,700
+2
55
$410K 0.23%
9,097
+1,002
56
$410K 0.23%
3,940
-300
57
$406K 0.23%
+1,957
58
$396K 0.22%
3,439
+1,314
59
$394K 0.22%
3,948
-384
60
$394K 0.22%
3,734
-902
61
$369K 0.21%
1,656
-65
62
$366K 0.21%
3,944
+6
63
$366K 0.21%
2,869
-642
64
$365K 0.21%
5,302
65
$363K 0.21%
13,067
+567
66
$351K 0.2%
1,885
-71
67
$350K 0.2%
10,704
-647
68
$348K 0.2%
6,901
+4
69
$346K 0.2%
4,129
+18
70
$341K 0.19%
1,796
71
$340K 0.19%
2,771
72
$337K 0.19%
1,737
+2
73
$325K 0.18%
892
-30
74
$296K 0.17%
1,450
+23
75
$294K 0.17%
1,149
1 2
3
4 5