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
$162M
AUM Growth
-$3.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$927K
2
+$900K
3
+$881K
4
UBER icon
Uber
UBER
+$652K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$608K

Top Sells

1
+$1.47M
2
+$1.3M
3
+$1.08M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$693K
5
BND icon
Vanguard Total Bond Market
BND
+$667K

Sector Composition

1 Technology 20.95%
2 Healthcare 10.89%
3 Consumer Discretionary 10.38%
4 Financials 7.04%
5 Communication Services 6.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$273K 0.17%
4,240
+235
152
$273K 0.17%
30,300
+16,000
153
$271K 0.17%
6,983
-261
154
$270K 0.17%
3,870
+349
155
$268K 0.17%
23,500
+4,700
156
$267K 0.17%
+400
157
$267K 0.17%
4,165
+6
158
$266K 0.16%
466
159
$265K 0.16%
3,173
+546
160
$263K 0.16%
4,322
-409
161
$263K 0.16%
2,100
-285
162
$254K 0.16%
1,295
+60
163
$246K 0.15%
1,107
-1,964
164
$245K 0.15%
+5,916
165
$244K 0.15%
+2,208
166
$238K 0.15%
+2,265
167
$237K 0.15%
740
168
$236K 0.15%
900
-100
169
$235K 0.15%
+1,073
170
$234K 0.14%
2,134
171
$224K 0.14%
+8,050
172
$224K 0.14%
+9,033
173
$224K 0.14%
800
174
$223K 0.14%
5,910
175
$221K 0.14%
263
+10
5 6
7
8 9