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
$250M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.63M
3
+$4.41M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.01M

Top Sells

1
+$23.8M
2
+$9.17M
3
+$2.06M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.97M
5
SHY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$469K 0.19%
3,355
+46
52
$459K 0.18%
2,937
+1,020
53
$459K 0.18%
16,406
+7,109
54
$425K 0.17%
2,454
-4,527
55
$410K 0.16%
1,538
56
$405K 0.16%
2,774
+1,246
57
$401K 0.16%
5,895
+15
58
$399K 0.16%
951
+1
59
$399K 0.16%
13,428
+45
60
$394K 0.16%
1,701
+221
61
$388K 0.15%
1,242
+2
62
$379K 0.15%
766
+28
63
$366K 0.15%
+1,682
64
$363K 0.15%
+3,555
65
$353K 0.14%
2,071
66
$353K 0.14%
1,284
+24
67
$340K 0.14%
620
68
$337K 0.13%
1,251
69
$334K 0.13%
544
-29
70
$321K 0.13%
+7,074
71
$315K 0.13%
+2,446
72
$312K 0.12%
3,350
73
$312K 0.12%
4,404
-2,568
74
$312K 0.12%
2,036
-255
75
$310K 0.12%
3,860
1 2
3
4 5