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
$226M
AUM Growth
+$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$31.2M
3
+$5.84M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.41M
5
GLD icon
SPDR Gold Trust
GLD
+$2.05M

Top Sells

1
+$25.9M
2
+$25.2M
3
+$5.38M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$2.15M
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$1.58M

Sector Composition

1 Technology 7.06%
2 Consumer Discretionary 3.43%
3 Healthcare 3.14%
4 Consumer Staples 2.98%
5 Financials 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$494K 0.22%
+6,972
52
$472K 0.21%
1,510
+120
53
$467K 0.21%
3,304
-159
54
$429K 0.19%
1,054
-25
55
$399K 0.18%
898
56
$399K 0.18%
2,697
-166
57
$398K 0.18%
13,293
+43
58
$396K 0.18%
5,976
+14
59
$390K 0.17%
7,156
-28,999
60
$377K 0.17%
573
-9
61
$371K 0.16%
947
+1
62
$368K 0.16%
663
+55
63
$357K 0.16%
2,108
-144
64
$353K 0.16%
1,414
65
$323K 0.14%
1,209
66
$316K 0.14%
1,480
+1
67
$315K 0.14%
1,234
+3
68
$311K 0.14%
13,500
69
$305K 0.13%
16,811
70
$302K 0.13%
1,861
+301
71
$297K 0.13%
1,491
+1
72
$290K 0.13%
4,252
+117
73
$276K 0.12%
1,892
-163
74
$275K 0.12%
3,860
75
$274K 0.12%
620
1 2
3
4