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
$141M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.94M
3
+$1.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.08M
2
+$1.34M
3
+$1.15M
4
SH icon
ProShares Short S&P500
SH
+$899K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$851K

Sector Composition

1 Technology 18.7%
2 Healthcare 10.89%
3 Consumer Discretionary 10.41%
4 Communication Services 7.29%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$386K 0.27%
4,630
+2,185
102
$381K 0.27%
9,912
+4,558
103
$380K 0.27%
23,160
+9,635
104
$378K 0.27%
4,579
+189
105
$375K 0.27%
+5,669
106
$373K 0.26%
1,978
107
$366K 0.26%
+11,250
108
$363K 0.26%
975
-125
109
$356K 0.25%
+4,529
110
$350K 0.25%
7,575
111
$349K 0.25%
1,137
+75
112
$338K 0.24%
3,344
-404
113
$338K 0.24%
22,050
+2,120
114
$337K 0.24%
8,850
+1,950
115
$331K 0.24%
10,450
+4,900
116
$330K 0.23%
1,327
+105
117
$328K 0.23%
3,348
+898
118
$324K 0.23%
1,314
+141
119
$323K 0.23%
+2,179
120
$320K 0.23%
+6,475
121
$320K 0.23%
6,635
+2,685
122
$320K 0.23%
+5,276
123
$317K 0.23%
+930
124
$316K 0.22%
+6,117
125
$316K 0.22%
+25,823
3 4
5
6 7