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
$173M
AUM Growth
-$3.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$8.26M
2
+$2.73M
3
+$1.68M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$1.25M
5
GLD icon
SPDR Gold Trust
GLD
+$481K

Top Sells

1
+$10.7M
2
+$6.32M
3
+$1.01M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$654K
5
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$511K

Sector Composition

1 Technology 10.85%
2 Consumer Discretionary 4.52%
3 Healthcare 4.47%
4 Consumer Staples 3.8%
5 Communication Services 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,389
102
– –
-10,878
103
– –
-1,125
104
– –
-28,800
105
– –
-11,195
106
– –
-1,520
1 2 3 4
5