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
Coca-Cola
KO
$303B
| – | – |
-3,105
|
|
||
127
Merck
MRK
$250B
| – | – |
-4,285
|
|
||
128
Nokia
NOK
$34.2B
| – | – |
-12,000
|
|
||
129
Republic Services
RSG
$66.6B
| – | – |
-861
|
|
||
130
Service Corp International
SCI
$10.7B
| – | – |
-3,860
|
|
||
131
Sprouts Farmers Market
SFM
$8.3B
| – | – |
-3,189
|
|
||
132
iShares Treasury Floating Rate Bond ETF
TFLO
$6.51B
| – | – |
-16,412
|
|
||
133
T-Mobile US
TMUS
$233B
| – | – |
-1,538
|
|
||
134
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
| – | – |
-6,412
|
|
||
135
State Street Health Care Select Sector SPDR ETF
XLV
$40B
| – | – |
-1,741
|
|