VWM
Vigilare Wealth Management Portfolio holdings
AUM
$289M
1-Year Est. Return
19.18%
1 Year Est. Return
+19.18%
AUM
$289M
AUM Growth
+$21.9M
(+8.2%)
Holding
135
Top Buys
| 1 | +$36.3M | |
| 2 | +$8.44M | |
| 3 | +$5.1M | |
| 4 |
SPDR Gold Trust
GLD
|
+$4.3M |
| 5 |
Vanguard Total Bond Market
BND
|
+$3.3M |
Top Sells
| 1 | +$26.8M | |
| 2 | +$8.75M | |
| 3 | +$6.72M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$6.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Service Corp International
SCI
$11.4B
| – | – |
-3,860
|
|
||
127
Republic Services
RSG
$68.3B
| – | – |
-861
|
|
||
128
Nokia
NOK
$30.5B
| – | – |
-12,000
|
|
||
129
Merck
MRK
$216B
| – | – |
-4,285
|
|
||
130
Coca-Cola
KO
$294B
| – | – |
-3,105
|
|
||
131
iShares Expanded Tech-Software Sector ETF
IGV
$10.2B
| – | – |
-2,238
|
|
||
132
VanEck Gold Miners ETF
GDX
$23.3B
| – | – |
-6,017
|
|
||
133
Danaher
DHR
$151B
| – | – |
-1,105
|
|
||
134
Deckers Outdoor
DECK
$15.1B
| – | – |
-2,178
|
|
||
135
ARK Innovation ETF
ARKK
$9.37B
| – | – |
-7,500
|
|