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
$203M
AUM Growth
+$8.67M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$5.84M
3
+$2.68M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.1M
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$1.57M

Top Sells

1
+$16.2M
2
+$5.11M
3
+$3.26M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.11M
5
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.47M

Sector Composition

1 Technology 7.01%
2 Consumer Discretionary 3.61%
3 Healthcare 3.45%
4 Consumer Staples 3.06%
5 Financials 2.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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102
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104
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106
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107
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108
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-4,656
109
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110
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111
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112
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-7,600
113
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-2,022
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5