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VWM

Vigilare Wealth Management Portfolio holdings

AUM $296M
1-Year Est. Return 21.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.41M
3
+$1.33M
4
BABA icon
Alibaba
BABA
+$684K
5
GLD icon
SPDR Gold Trust
GLD
+$606K

Top Sells

1
+$1.97M
2
+$620K
3
+$496K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$345K
5
MA icon
Mastercard
MA
+$333K

Sector Composition

1 Technology 17.99%
2 Healthcare 11.9%
3 Communication Services 9.38%
4 Consumer Discretionary 9.33%
5 Consumer Staples 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
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