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
$177M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$14.4M
3
+$2.78M
4
SH icon
ProShares Short S&P500
SH
+$1.07M
5
PSQ icon
ProShares Short QQQ
PSQ
+$728K

Top Sells

1
+$17.7M
2
+$7.27M
3
+$4.48M
4
BND icon
Vanguard Total Bond Market
BND
+$3M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.67M

Sector Composition

1 Technology 9.47%
2 Healthcare 4.49%
3 Consumer Discretionary 4.02%
4 Consumer Staples 3.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$290K 0.16%
2,863
+3
77
$269K 0.15%
1,648
-1,199
78
$268K 0.15%
602
+14
79
$260K 0.15%
675
-140
80
$260K 0.15%
451
-50
81
$257K 0.15%
2,626
-1,154
82
$251K 0.14%
2,598
+3
83
$251K 0.14%
1,623
-300
84
$239K 0.14%
1,614
-177
85
$237K 0.13%
39,105
-4,598
86
$237K 0.13%
4,389
+1
87
$236K 0.13%
2,061
+3
88
$231K 0.13%
+1,019
89
$227K 0.13%
+1,520
90
$226K 0.13%
4,080
+13
91
$225K 0.13%
+11,500
92
$223K 0.13%
1,538
93
$222K 0.13%
5,707
-198
94
$221K 0.12%
+4,040
95
$218K 0.12%
1,338
96
$212K 0.12%
3,717
97
$212K 0.12%
1,061
+5
98
$210K 0.12%
509
-481
99
$208K 0.12%
+5,910
100
$204K 0.11%
+12,765
1 2 3
4
5