VWM

Vigilare Wealth Management Portfolio holdings

AUM $297M
1-Year Est. Return 21.84%
This Quarter Est. Return
1 Year Est. Return
+21.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$171M
AUM Growth
+$94.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$30.6M
2
+$25.7M
3
+$21.9M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$9M
5
BND icon
Vanguard Total Bond Market
BND
+$2.77M

Top Sells

1
+$964K
2
+$915K
3
+$598K
4
TSLA icon
Tesla
TSLA
+$420K
5
BABA icon
Alibaba
BABA
+$361K

Sector Composition

1 Technology 8.77%
2 Healthcare 5.73%
3 Consumer Staples 4.04%
4 Consumer Discretionary 3.91%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$295K 0.17%
922
-85
77
$290K 0.17%
+16,890
78
$289K 0.17%
4,111
+18
79
$281K 0.16%
+5,679
80
$276K 0.16%
501
-10
81
$274K 0.16%
815
-249
82
$273K 0.16%
1,427
+61
83
$262K 0.15%
3,134
-604
84
$256K 0.15%
+2,599
85
$253K 0.15%
1,923
-392
86
$246K 0.14%
2,595
+4
87
$245K 0.14%
3,780
-1,235
88
$240K 0.14%
+1,338
89
$239K 0.14%
97
-23
90
$238K 0.14%
2,058
+3
91
$238K 0.14%
2,125
-390
92
$234K 0.14%
+975
93
$233K 0.14%
5,905
-2,089
94
$231K 0.13%
4,388
+105
95
$229K 0.13%
588
-95
96
$215K 0.13%
1,538
97
$212K 0.12%
+3,717
98
$211K 0.12%
7,150
-2,150
99
$210K 0.12%
+1,056
100
$209K 0.12%
2,367
-4,100
1 2 3
4
5