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
$90.7M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.7M
3
+$1.2M
4
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Top Sells

1
+$1.85M
2
+$1.79M
3
+$1.41M
4
AEP icon
American Electric Power
AEP
+$1.12M
5
BAC icon
Bank of America
BAC
+$1.04M

Sector Composition

1 Technology 19.61%
2 Healthcare 11.39%
3 Communication Services 8.71%
4 Consumer Discretionary 8.07%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$269K 0.27%
8,910
-1,500
77
$267K 0.27%
2,290
-485
78
$265K 0.27%
+11,385
79
$257K 0.26%
2,950
-2,800
80
$255K 0.26%
14,084
-6,397
81
$255K 0.26%
8,047
+2,800
82
$255K 0.26%
+2,782
83
$250K 0.25%
2,035
-415
84
$248K 0.25%
1,322
-250
85
$248K 0.25%
27,650
-3,250
86
$247K 0.25%
+870
87
$245K 0.25%
6,145
-177
88
$244K 0.25%
8,875
+1,775
89
$242K 0.25%
+2,185
90
$240K 0.24%
2,630
-15,409
91
$238K 0.24%
+9,190
92
$236K 0.24%
4,586
-2,605
93
$233K 0.24%
34,500
+19,840
94
$232K 0.24%
+4,100
95
$229K 0.23%
+6,680
96
$225K 0.23%
+7,230
97
$220K 0.22%
+1,720
98
$219K 0.22%
+6,060
99
$219K 0.22%
+4,691
100
$215K 0.22%
1,700
-1,427
2 3
4
5 6