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
$169M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$718K
3
+$674K
4
GH icon
Guardant Health
GH
+$550K
5
LIN icon
Linde
LIN
+$547K

Top Sells

1
+$984K
2
+$665K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$562K
5
DKNG icon
DraftKings
DKNG
+$554K

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 10.3%
3 Healthcare 9.86%
4 Financials 6.82%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$576K 0.34%
2,525
+1,019
77
$571K 0.34%
2,129
+7
78
$556K 0.33%
4,109
+8
79
$555K 0.33%
9,500
+1,069
80
$553K 0.33%
36,220
+15,930
81
$550K 0.33%
+5,495
82
$547K 0.32%
+1,580
83
$535K 0.32%
12,821
+2
84
$518K 0.31%
1,470
85
$511K 0.3%
7,705
-590
86
$505K 0.3%
6,413
-687
87
$504K 0.3%
1,915
+637
88
$502K 0.3%
2,220
+1,147
89
$491K 0.29%
3,142
+407
90
$486K 0.29%
26,665
+5,545
91
$485K 0.29%
12,419
+2,523
92
$478K 0.28%
743
+81
93
$475K 0.28%
5,580
-3,214
94
$471K 0.28%
3,637
+308
95
$464K 0.27%
8,398
+110
96
$463K 0.27%
11,050
-3,505
97
$457K 0.27%
3,904
+4
98
$448K 0.26%
3,285
+53
99
$445K 0.26%
2,870
-68
100
$445K 0.26%
1,137
+50
2 3
4
5 6