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
$203M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$5.84M
3
+$2.68M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.1M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.57M

Top Sells

1
+$16.2M
2
+$5.11M
3
+$3.26M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.11M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.47M

Sector Composition

1 Technology 7.01%
2 Consumer Discretionary 3.61%
3 Healthcare 3.45%
4 Consumer Staples 3.06%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$453K 0.22%
2,973
-967
52
$445K 0.22%
926
-896
53
$435K 0.21%
3,463
+4
54
$415K 0.2%
13,250
55
$395K 0.19%
1,390
-138
56
$382K 0.19%
5,962
-950
57
$378K 0.19%
582
+90
58
$376K 0.19%
946
-450
59
$374K 0.18%
+16,811
60
$358K 0.18%
898
-98
61
$353K 0.17%
1,414
-335
62
$347K 0.17%
1,231
-960
63
$335K 0.17%
3,540
-4,452
64
$327K 0.16%
1,655
+32
65
$325K 0.16%
1,849
+222
66
$320K 0.16%
2,252
-768
67
$315K 0.16%
1,479
68
$314K 0.15%
1,209
-38
69
$307K 0.15%
608
+8
70
$304K 0.15%
2,055
-205
71
$299K 0.15%
620
-1,017
72
$297K 0.15%
13,500
73
$295K 0.15%
+4,135
74
$286K 0.14%
3,860
-1,212
75
$282K 0.14%
1,560
-305
1 2
3
4 5