VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
+3.86%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(+4.5%)
Cap. Flow
+$2.93M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
68.08%
Holding
113
New
15
Increased
17
Reduced
51
Closed
19
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$32.5M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$5.84M |
| 3 |
Fidelity National Financial
FNF
|
$2.68M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$2.1M |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$1.57M |
Top Sells
| 1 |
Vanguard Total Bond Market
BND
|
$16.2M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.11M |
| 3 |
Vanguard Russell 1000 ETF
VONE
|
$3.26M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$2.11M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$1.47M |
Sector Composition
| 1 | Technology | 7.01% |
| 2 | Consumer Discretionary | 3.61% |
| 3 | Healthcare | 3.45% |
| 4 | Consumer Staples | 3.06% |
| 5 | Financials | 2.78% |
