VWM

Vigilare Wealth Management Portfolio holdings

AUM $289M
1-Year Est. Return 19.18%
This Quarter Est. Return
1 Year Est. Return
+19.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.94M
3
+$1.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.08M
2
+$1.34M
3
+$1.15M
4
SH icon
ProShares Short S&P500
SH
+$899K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$851K

Sector Composition

1 Technology 18.7%
2 Healthcare 10.89%
3 Consumer Discretionary 10.41%
4 Communication Services 7.29%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$311K 0.22%
2,593
+402
127
$311K 0.22%
+4,010
128
$310K 0.22%
+655
129
$303K 0.22%
13,950
-1,553
130
$302K 0.21%
+3,757
131
$300K 0.21%
+3,443
132
$299K 0.21%
4,014
+814
133
$298K 0.21%
1,776
+303
134
$297K 0.21%
2,748
+509
135
$296K 0.21%
1,329
-3,063
136
$294K 0.21%
2,230
+330
137
$293K 0.21%
+2,062
138
$289K 0.21%
+7,180
139
$288K 0.2%
+14,395
140
$286K 0.2%
12,760
-1,415
141
$284K 0.2%
+4,040
142
$281K 0.2%
+773
143
$274K 0.19%
+1,701
144
$271K 0.19%
6,215
+275
145
$271K 0.19%
707
+24
146
$270K 0.19%
+4,380
147
$262K 0.19%
+801
148
$262K 0.19%
1,974
-482
149
$262K 0.19%
1,576
+451
150
$259K 0.18%
5,072
4 5
6
7 8