VWM
Vigilare Wealth Management Portfolio holdings
AUM
$289M
1-Year Est. Return
19.18%
1 Year Est. Return
+19.18%
AUM
$267M
AUM Growth
+$16.3M
(+6.5%)
Holding
131
Top Buys
| 1 | +$12.4M | |
| 2 | +$11.2M | |
| 3 | +$9.99M | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$8.87M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$7.53M |
Top Sells
| 1 | +$34.2M | |
| 2 | +$23.3M | |
| 3 | +$10.9M | |
| 4 |
Invesco S&P 500 Quality ETF
SPHQ
|
+$6.68M |
| 5 |
ProShares Short S&P500
SH
|
+$4.01M |
Sector Composition
| 1 | Technology | 7.62% |
| 2 | Consumer Discretionary | 4.32% |
| 3 | Financials | 3.91% |
| 4 | Communication Services | 3.46% |
| 5 | Consumer Staples | 2.97% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
| – | – |
-3,555
|
|
||
127
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
| – | – |
-36,069
|
|
||
128
iShares Russell 2000 ETF
IWM
$69.9B
| – | – |
-1,017
|
|
||
129
Intel
INTC
$176B
| – | – |
-7,500
|
|
||
130
Fiserv
FI
$66.1B
| – | – |
-1,160
|
|
||
131
iShares MSCI Japan ETF
EWJ
$15.9B
| – | – |
-3,117
|
|