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
$141M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.94M
3
+$1.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.08M
2
+$1.34M
3
+$1.15M
4
SH icon
ProShares Short S&P500
SH
+$899K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$851K

Sector Composition

1 Technology 18.7%
2 Healthcare 10.89%
3 Consumer Discretionary 10.41%
4 Communication Services 7.29%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$503K 0.36%
+7,872
77
$491K 0.35%
4,494
+650
78
$490K 0.35%
4,522
79
$487K 0.35%
6,155
+1,595
80
$482K 0.34%
4,660
+660
81
$482K 0.34%
+2,803
82
$474K 0.34%
9,389
-16,866
83
$469K 0.33%
2,271
-179
84
$455K 0.32%
2,502
+1,232
85
$455K 0.32%
2,481
+284
86
$454K 0.32%
+1,899
87
$453K 0.32%
6,800
-5,660
88
$444K 0.32%
12,258
-3,755
89
$439K 0.31%
8,434
+4,434
90
$439K 0.31%
5,927
+1,872
91
$438K 0.31%
+5,774
92
$433K 0.31%
1,964
+1,023
93
$431K 0.31%
2,360
+810
94
$424K 0.3%
+4,695
95
$422K 0.3%
1,295
+115
96
$416K 0.3%
6,189
+3,319
97
$407K 0.29%
+3,887
98
$403K 0.29%
3,057
+1,132
99
$401K 0.28%
6,575
+1,675
100
$388K 0.28%
3,093
2 3
4
5 6