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
$289M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1 +$36.3M
2 +$8.44M
3 +$5.1M
4
GLD icon
SPDR Gold Trust
GLD
+$4.3M
5
BND icon
Vanguard Total Bond Market
BND
+$3.3M

Top Sells

1 +$26.8M
2 +$8.75M
3 +$6.72M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.7M
5
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$3.06M

Sector Composition

1 Technology 8.62%
2 Consumer Discretionary 4.28%
3 Financials 4.12%
4 Communication Services 3.84%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCI icon
126
Service Corp International
SCI
$11.5B
-3,860
RSG icon
127
Republic Services
RSG
$68.6B
-861
NOK icon
128
Nokia
NOK
$30.9B
-12,000
MRK icon
129
Merck
MRK
$212B
-4,285
KO icon
130
Coca-Cola
KO
$295B
-3,105
IGV icon
131
iShares Expanded Tech-Software Sector ETF
IGV
$10.1B
-2,238
GDX icon
132
VanEck Gold Miners ETF
GDX
$22.8B
-6,017
DHR icon
133
Danaher
DHR
$150B
-1,105
DECK icon
134
Deckers Outdoor
DECK
$14.8B
-2,178
ARKK icon
135
ARK Innovation ETF
ARKK
$9B
-7,500