VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
+6.24%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$194M
AUM Growth
+$194M
(+24%)
Cap. Flow
+$30.6M
Cap. Flow
% of AUM
15.77%
Top 10 Holdings %
Top 10 Hldgs %
66.22%
Holding
100
New
17
Increased
29
Reduced
32
Closed
2
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$41.5M |
| 2 |
Vanguard Russell 1000 ETF
VONE
|
$7.01M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$4.96M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.81M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$1.47M |
Top Sells
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$16.9M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.96M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$3.49M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.76M |
| 5 |
ProShares Short S&P500
SH
|
$1.57M |
Sector Composition
| 1 | Technology | 9.09% |
| 2 | Consumer Discretionary | 4.15% |
| 3 | Healthcare | 3.78% |
| 4 | Consumer Staples | 3.38% |
| 5 | Communication Services | 2.31% |
