VWM
Vigilare Wealth Management Portfolio holdings
AUM
$296M
1-Year Est. Return
21.7%
This Fund
S&P 500
1 Year Est. Return
+21.7%
AUM
$297M
AUM Growth
+$8.68M
(+3%)
Holding
137
Top Buys
| 1 | +$20.8M | |
| 2 | +$13.5M | |
| 3 | +$12M | |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$8.68M |
| 5 |
BlackRock US Equity Factor Rotation ETF
DYNF
|
+$5.11M |
Top Sells
| 1 | +$12.8M | |
| 2 | +$11.5M | |
| 3 | +$8.93M | |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$8.01M |
| 5 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$6.52M |
Sector Composition
| 1 | Technology | 7.22% |
| 2 | Consumer Discretionary | 4.24% |
| 3 | Financials | 3.83% |
| 4 | Communication Services | 3.14% |
| 5 | Industrials | 2.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Lockheed Martin
LMT
$144B
| – | – |
-410
|
|
||
127
Schwab US Dividend Equity ETF
SCHD
$85.9B
| – | – |
-11,282
|
|
||
128
iShares Silver Trust
SLV
$38.7B
| – | – |
-7,112
|
|
||
129
Snowflake
SNOW
$45.7B
| – | – |
-1,904
|
|
||
130
Spotify
SPOT
$100B
| – | – |
-690
|
|
||
131
Seagate
STX
$112B
| – | – |
-1,239
|
|
||
132
AT&T
T
$187B
| – | – |
-10,865
|
|
||
133
Vanguard Small-Cap Growth ETF
VBK
$21.1B
| – | – |
-800
|
|
||
134
Verizon
VZ
$200B
| – | – |
-12,675
|
|
||
135
Exxon Mobil
XOM
$646B
| – | – |
-2,062
|
|
||
136
Reddit
RDDT
$26.4B
| – | – |
-2,584
|
|
||
|
ETHA
137
iShares Ethereum Trust ETF
ETHA
$7.39B
| – | – |
-49,222
|
|