We are live on ! Find out more
VWM

Vigilare Wealth Management Portfolio holdings

AUM $296M
1-Year Est. Return 21.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.6M
AUM Growth
-$65.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$883K
3
+$730K
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$648K
5
AAPL icon
Apple
AAPL
+$484K

Top Sells

1
+$11.8M
2
+$9.88M
3
+$3.67M
4
BND icon
Vanguard Total Bond Market
BND
+$3.25M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.79M

Sector Composition

1 Technology 17.48%
2 Healthcare 10.94%
3 Communication Services 9.34%
4 Financials 8.6%
5 Consumer Staples 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-12,000
127
– –
-1,660
128
– –
-1,631
129
– –
-45,247
130
– –
-2,620
131
– –
-3,980
132
– –
-3,004
133
– –
-72,718
134
– –
-6,000
135
– –
-861
136
– –
0
137
– –
-5,910
138
– –
-4,165
139
– –
-28,830
140
– –
-3,243
141
– –
-2,735
142
– –
-6,160
143
– –
-13,756
144
– –
-5,000
145
– –
-17,601
146
– –
-9,922
147
– –
-47,451
148
– –
-4,308
149
– –
-63,472
150
– –
0
3 4 5
6
7