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
$141M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.94M
3
+$1.6M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.51M
5
AMZN icon
Amazon
AMZN
+$1.23M

Top Sells

1
+$2.08M
2
+$1.34M
3
+$1.15M
4
SH icon
ProShares Short S&P500
SH
+$899K
5
GSY icon
Invesco Ultra Short Duration ETF
GSY
+$851K

Sector Composition

1 Technology 18.7%
2 Healthcare 10.89%
3 Consumer Discretionary 10.41%
4 Communication Services 7.29%
5 Consumer Staples 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$257K 0.18%
4,788
+888
152
$257K 0.18%
5,700
-3,869
153
$255K 0.18%
2,782
154
$254K 0.18%
11,112
-4,489
155
$250K 0.18%
+5,584
156
$250K 0.18%
3,931
+604
157
$249K 0.18%
1,129
+29
158
$245K 0.17%
+2,050
159
$240K 0.17%
3,415
160
$237K 0.17%
+11,115
161
$236K 0.17%
313
+25
162
$235K 0.17%
+1,913
163
$234K 0.17%
+4,152
164
$232K 0.16%
2,139
-572
165
$232K 0.16%
+1,000
166
$232K 0.16%
+2,210
167
$230K 0.16%
3,644
-3,065
168
$220K 0.16%
481
169
$219K 0.16%
+630
170
$218K 0.15%
+2,469
171
$215K 0.15%
+5,910
172
$211K 0.15%
+3,180
173
$209K 0.15%
+2,870
174
$209K 0.15%
16,700
+6,400
175
$209K 0.15%
2,440
-902
5 6
7
8 9