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
$90.7M
AUM Growth
+$7.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Sells

1 +$1.85M
2 +$1.79M
3 +$1.41M
4
AEP icon
American Electric Power
AEP
+$1.12M
5
BAC icon
Bank of America
BAC
+$1.04M

Sector Composition

1 Technology 19.61%
2 Healthcare 11.39%
3 Communication Services 8.71%
4 Consumer Discretionary 8.07%
5 Consumer Staples 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-640
152
-2,851