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
$177M
AUM Growth
+$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$14.4M
3
+$2.78M
4
SH icon
ProShares Short S&P500
SH
+$1.07M
5
PSQ icon
ProShares Short QQQ
PSQ
+$728K

Top Sells

1
+$17.7M
2
+$7.27M
3
+$4.48M
4
BND icon
Vanguard Total Bond Market
BND
+$3M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.67M

Sector Composition

1 Technology 9.47%
2 Healthcare 4.49%
3 Consumer Discretionary 4.02%
4 Consumer Staples 3.75%
5 Communication Services 2.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$58.9K 0.03%
12,000
-1,512
102
$39.9K 0.02%
+10,600
103
$31.4K 0.02%
28,800
104
$15.1K 0.01%
+11,195
105
$8.39K ﹤0.01%
1,125
106
– –
-2,146
107
– –
-4,519
108
– –
-97
109
– –
-1,682
110
– –
-2,367
111
– –
-41,718
112
– –
-975
113
– –
-3,134
114
– –
-13,000
115
– –
-16,890
116
– –
-5,679
117
– –
-2,599
118
– –
-7,150
119
– –
-11,140
120
– –
-19,072
1 2 3 4
5