VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
-0.06%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$250M
AUM Growth
+$250M
(+1.7%)
Cap. Flow
+$3.51M
Cap. Flow
% of AUM
1.4%
Top 10 Holdings %
Top 10 Hldgs %
67.17%
Holding
106
New
16
Increased
39
Reduced
26
Closed
4
Top Buys
| 1 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$21.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$5.63M |
| 3 |
Invesco S&P 500 Momentum ETF
SPMO
|
$4.41M |
| 4 |
Vanguard Mega Cap Growth ETF
MGK
|
$2.22M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$2.01M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$23.8M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$9.17M |
| 3 |
Vanguard Total Bond Market
BND
|
$2.06M |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$1.97M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.75M |
Sector Composition
| 1 | Technology | 5.9% |
| 2 | Consumer Discretionary | 3.21% |
| 3 | Financials | 2.82% |
| 4 | Consumer Staples | 2.82% |
| 5 | Healthcare | 2.18% |
