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
$169M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$718K
3
+$674K
4
GH icon
Guardant Health
GH
+$550K
5
LIN icon
Linde
LIN
+$547K

Top Sells

1
+$984K
2
+$665K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$562K
5
DKNG icon
DraftKings
DKNG
+$554K

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 10.3%
3 Healthcare 9.86%
4 Financials 6.82%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$345K 0.2%
+1,360
127
$344K 0.2%
11,796
-1,425
128
$329K 0.19%
6,652
-414
129
$328K 0.19%
1,200
+100
130
$326K 0.19%
1,295
131
$326K 0.19%
7,575
132
$319K 0.19%
36,100
+200
133
$315K 0.19%
+5,184
134
$311K 0.18%
466
135
$311K 0.18%
1,710
-146
136
$307K 0.18%
740
137
$302K 0.18%
4,172
+7
138
$302K 0.18%
25,670
+2,170
139
$302K 0.18%
+5,284
140
$299K 0.18%
3,213
+3
141
$297K 0.18%
470
142
$283K 0.17%
4,040
-200
143
$282K 0.17%
1,090
+3
144
$281K 0.17%
+2,860
145
$276K 0.16%
2,327
-3,863
146
$273K 0.16%
850
-50
147
$267K 0.16%
1,107
148
$263K 0.16%
5,931
+15
149
$261K 0.15%
6,621
-362
150
$258K 0.15%
+2,815
4 5
6
7 8