VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
+2.74%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$226M
AUM Growth
+$226M
(+12%)
Cap. Flow
+$21.5M
Cap. Flow
% of AUM
9.48%
Top 10 Holdings %
Top 10 Hldgs %
70.06%
Holding
100
New
6
Increased
42
Reduced
24
Closed
9
Top Buys
| 1 |
Invesco S&P 500 Quality ETF
SPHQ
|
$36.9M |
| 2 |
Vanguard Total Bond Market
BND
|
$31.2M |
| 3 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$5.84M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.41M |
| 5 |
SPDR Gold Trust
GLD
|
$2.05M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$25.9M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$25.2M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.38M |
| 4 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$2.15M |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.58M |
Sector Composition
| 1 | Technology | 7.06% |
| 2 | Consumer Discretionary | 3.43% |
| 3 | Healthcare | 3.14% |
| 4 | Consumer Staples | 2.98% |
| 5 | Financials | 2.36% |
