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
$106M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.41M
3
+$1.33M
4
GLD icon
SPDR Gold Trust
GLD
+$613K
5
BABA icon
Alibaba
BABA
+$574K

Top Sells

1
+$1.85M
2
+$663K
3
+$496K
4
MA icon
Mastercard
MA
+$357K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$356K

Sector Composition

1 Technology 17.99%
2 Healthcare 11.9%
3 Communication Services 9.38%
4 Consumer Discretionary 9.33%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$251K 0.24%
+2,870
102
$249K 0.24%
5,072
103
$249K 0.24%
2,711
-1,024
104
$249K 0.24%
916
-115
105
$241K 0.23%
2,445
-665
106
$240K 0.23%
2,239
-47
107
$240K 0.23%
2,191
-529
108
$239K 0.23%
941
-219
109
$237K 0.22%
+1,473
110
$236K 0.22%
+1,102
111
$231K 0.22%
+3,900
112
$230K 0.22%
+1,925
113
$230K 0.22%
+6,900
114
$229K 0.22%
+2,550
115
$229K 0.22%
11,174
-889
116
$229K 0.22%
1,100
117
$228K 0.22%
+4,900
118
$228K 0.22%
+2,450
119
$224K 0.21%
+481
120
$221K 0.21%
3,415
121
$221K 0.21%
4,675
-295
122
$218K 0.21%
2,395
-3,555
123
$217K 0.21%
+1,909
124
$215K 0.2%
390
-290
125
$214K 0.2%
600
-1,000
3 4
5
6 7