VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
-15.84%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$83.6M
AUM Growth
+$83.6M
(-44%)
Cap. Flow
-$47.1M
Cap. Flow
% of AUM
-56.32%
Top 10 Holdings %
Top 10 Hldgs %
36.58%
Holding
167
New
18
Increased
49
Reduced
41
Closed
52
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.55M |
| 2 |
Coca-Cola
KO
|
$724K |
| 3 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
$639K |
| 4 |
Qualcomm
QCOM
|
$602K |
| 5 |
Apple
AAPL
|
$419K |
Top Sells
Sector Composition
| 1 | Technology | 17.48% |
| 2 | Healthcare | 10.94% |
| 3 | Communication Services | 9.34% |
| 4 | Financials | 8.6% |
| 5 | Consumer Staples | 7.93% |
