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
$250M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.63M
3
+$4.41M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.01M

Top Sells

1
+$23.8M
2
+$9.17M
3
+$2.06M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.97M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.75M

Sector Composition

1 Technology 5.9%
2 Consumer Discretionary 3.21%
3 Financials 2.82%
4 Consumer Staples 2.82%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$308K 0.12%
16,811
77
$304K 0.12%
+6,062
78
$303K 0.12%
+992
79
$290K 0.12%
1,414
80
$282K 0.11%
737
+80
81
$277K 0.11%
6,018
-14,101
82
$257K 0.1%
490
-100
83
$256K 0.1%
1,160
84
$256K 0.1%
5,910
85
$255K 0.1%
11,864
+4
86
$250K 0.1%
8,100
+100
87
$249K 0.1%
+2,950
88
$245K 0.1%
+1,543
89
$240K 0.1%
+63
90
$232K 0.09%
3,234
91
$232K 0.09%
+414
92
$229K 0.09%
3,062
93
$222K 0.09%
726
94
$218K 0.09%
661
95
$215K 0.09%
2,415
-816
96
$214K 0.09%
3,117
97
$213K 0.09%
+1,382
98
$209K 0.08%
+861
99
$203K 0.08%
1,017
-1,056
100
$201K 0.08%
800
1 2 3
4
5