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
$250M
AUM Growth
+$4.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$5.63M
3
+$4.41M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.22M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.01M

Top Sells

1
+$23.8M
2
+$9.17M
3
+$2.06M
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$1.97M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$1.75M

Sector Composition

1 Technology 5.9%
2 Consumer Discretionary 3.21%
3 Financials 2.82%
4 Consumer Staples 2.82%
5 Healthcare 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$170K 0.07%
+7,500
102
$63.2K 0.03%
12,000
103
– –
-624
104
– –
-3,667
105
– –
-1,837
106
– –
-938
1 2 3 4
5