VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
+10.35%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$95.3M
AUM Growth
+$95.3M
(+5.1%)
Cap. Flow
+$2.04M
Cap. Flow
% of AUM
2.14%
Top 10 Holdings %
Top 10 Hldgs %
34.2%
Holding
144
New
23
Increased
36
Reduced
63
Closed
5
Top Buys
| 1 |
Apple
AAPL
|
$3.75M |
| 2 |
Goldman Sachs Physical Gold ETF Shares
AAAU
|
$686K |
| 3 |
Tesla
TSLA
|
$503K |
| 4 |
iShares MBS ETF
MBB
|
$499K |
| 5 |
ProShares Short QQQ
PSQ
|
$496K |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$780K |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$770K |
| 3 |
Microsoft
MSFT
|
$550K |
| 4 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$520K |
| 5 |
Amazon
AMZN
|
$475K |
Sector Composition
| 1 | Technology | 19.39% |
| 2 | Healthcare | 11.8% |
| 3 | Communication Services | 9.31% |
| 4 | Consumer Discretionary | 8.93% |
| 5 | Consumer Staples | 6.77% |
