VWM

Vigilare Wealth Management Portfolio holdings

AUM $297M
1-Year Est. Return 21.84%
This Quarter Est. Return
1 Year Est. Return
+21.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$90.7M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$3.53M
2
+$1.7M
3
+$1.2M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.12M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.08M

Top Sells

1
+$1.85M
2
+$1.79M
3
+$1.41M
4
AEP icon
American Electric Power
AEP
+$1.12M
5
BAC icon
Bank of America
BAC
+$1.04M

Sector Composition

1 Technology 19.61%
2 Healthcare 11.39%
3 Communication Services 8.71%
4 Consumer Discretionary 8.07%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
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