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
$169M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$718K
3
+$674K
4
GH icon
Guardant Health
GH
+$550K
5
LIN icon
Linde
LIN
+$547K

Top Sells

1
+$984K
2
+$665K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$562K
5
DKNG icon
DraftKings
DKNG
+$554K

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 10.3%
3 Healthcare 9.86%
4 Financials 6.82%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$430K 0.25%
1,744
+4
102
$426K 0.25%
3,130
-198
103
$424K 0.25%
4,572
-60
104
$420K 0.25%
8,604
-5,424
105
$417K 0.25%
955
+6
106
$415K 0.25%
5,257
+632
107
$407K 0.24%
6,908
-4,244
108
$400K 0.24%
1,113
-201
109
$400K 0.24%
8,795
-2,125
110
$397K 0.23%
+2,380
111
$395K 0.23%
1,912
112
$388K 0.23%
1,860
+45
113
$383K 0.23%
2,319
-300
114
$381K 0.23%
1,693
+2
115
$376K 0.22%
5,302
116
$369K 0.22%
98,450
-1,500
117
$365K 0.22%
1,702
-224
118
$362K 0.21%
4,147
+6
119
$361K 0.21%
12,875
+3,475
120
$360K 0.21%
15,561
+23
121
$358K 0.21%
13,950
122
$352K 0.21%
4,043
+11
123
$350K 0.21%
+8,950
124
$349K 0.21%
1,707
+1
125
$346K 0.2%
2,061
+5
3 4
5
6 7