VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
+4.83%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$177M
AUM Growth
+$177M
(+3.4%)
Cap. Flow
-$1.51M
Cap. Flow
% of AUM
-0.85%
Top 10 Holdings %
Top 10 Hldgs %
68%
Holding
120
New
14
Increased
27
Reduced
54
Closed
15
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$21.2M |
| 2 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$14.4M |
| 3 |
iShares Treasury Floating Rate Bond ETF
TFLO
|
$2.78M |
| 4 |
ProShares Short S&P500
SH
|
$1.07M |
| 5 |
ProShares Short QQQ
PSQ
|
$728K |
Top Sells
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% |
