VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
+19.65%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$90.7M
AUM Growth
+$90.7M
(+8.5%)
Cap. Flow
-$7.65M
Cap. Flow
% of AUM
-8.44%
Top 10 Holdings %
Top 10 Hldgs %
36.24%
Holding
152
New
36
Increased
14
Reduced
65
Closed
31
Top Buys
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$1.85M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$1.79M |
| 3 |
Abbott
ABT
|
$1.41M |
| 4 |
American Electric Power
AEP
|
$1.12M |
| 5 |
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% |