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
$162M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$900K
3
+$881K
4
UBER icon
Uber
UBER
+$652K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$608K

Top Sells

1
+$1.47M
2
+$1.3M
3
+$1.08M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$693K
5
BND icon
Vanguard Total Bond Market
BND
+$667K

Sector Composition

1 Technology 20.95%
2 Healthcare 10.89%
3 Consumer Discretionary 10.38%
4 Financials 7.04%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$361K 0.22%
7,575
127
$360K 0.22%
1,691
-334
128
$357K 0.22%
+2,325
129
$357K 0.22%
662
+15
130
$353K 0.22%
13,221
+4,150
131
$353K 0.22%
7,066
-1,368
132
$351K 0.22%
1,926
+751
133
$348K 0.22%
1,740
-107
134
$347K 0.21%
3,640
+525
135
$340K 0.21%
870
-30
136
$338K 0.21%
4,625
+1,835
137
$336K 0.21%
15,538
+434
138
$328K 0.2%
2,915
-765
139
$326K 0.2%
1,856
+154
140
$322K 0.2%
+2,056
141
$320K 0.2%
9,400
+350
142
$319K 0.2%
5,302
+230
143
$316K 0.2%
13,950
144
$314K 0.19%
1,815
+80
145
$309K 0.19%
4,032
+10
146
$306K 0.19%
1,706
-71
147
$302K 0.19%
3,210
-1,248
148
$296K 0.18%
+10,200
149
$284K 0.18%
470
-45
150
$275K 0.17%
1,100
-5
4 5
6
7 8