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
$162M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$900K
3
+$881K
4
UBER icon
Uber
UBER
+$652K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$608K

Top Sells

1
+$1.47M
2
+$1.3M
3
+$1.08M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$693K
5
BND icon
Vanguard Total Bond Market
BND
+$667K

Sector Composition

1 Technology 20.95%
2 Healthcare 10.89%
3 Consumer Discretionary 10.38%
4 Financials 7.04%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$447K 0.28%
+8,431
102
$442K 0.27%
4,101
+1,773
103
$440K 0.27%
1,087
-50
104
$435K 0.27%
1,314
105
$430K 0.27%
3,900
-244
106
$429K 0.27%
41,100
+23,400
107
$417K 0.26%
12,819
-8,467
108
$414K 0.26%
41,420
+9,830
109
$408K 0.25%
1,278
+216
110
$403K 0.25%
7,983
111
$399K 0.25%
7,750
+1,625
112
$395K 0.24%
5,114
-1,200
113
$395K 0.24%
3,093
114
$388K 0.24%
2,619
-600
115
$387K 0.24%
3,329
-394
116
$387K 0.24%
19,200
+11,900
117
$380K 0.24%
1,470
+150
118
$374K 0.23%
949
+145
119
$371K 0.23%
+9,896
120
$370K 0.23%
4,632
-36
121
$367K 0.23%
1,912
-757
122
$364K 0.23%
7,775
+1,740
123
$363K 0.22%
3,232
-267
124
$363K 0.22%
+35,900
125
$361K 0.22%
4,141
+726
3 4
5
6 7