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
$169M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$718K
3
+$674K
4
GH icon
Guardant Health
GH
+$550K
5
LIN icon
Linde
LIN
+$547K

Top Sells

1
+$984K
2
+$665K
3
+$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$562K
5
DKNG icon
DraftKings
DKNG
+$554K

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 10.3%
3 Healthcare 9.86%
4 Financials 6.82%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$256K 0.15%
+1,540
152
$255K 0.15%
+1,577
153
$253K 0.15%
4,126
-196
154
$249K 0.15%
3,420
-450
155
$246K 0.15%
2,270
+5
156
$246K 0.15%
2,134
157
$241K 0.14%
263
158
$237K 0.14%
8,811
-222
159
$235K 0.14%
5,585
160
$232K 0.14%
+1,334
161
$232K 0.14%
5,910
162
$229K 0.14%
11,975
-9,455
163
$225K 0.13%
800
164
$221K 0.13%
4,375
-11,116
165
$219K 0.13%
11,628
166
$215K 0.13%
+1,538
167
$210K 0.12%
2,223
+15
168
$205K 0.12%
1,750
-350
169
$203K 0.12%
+2,190
170
$202K 0.12%
10,606
-1,247
171
$201K 0.12%
+1,757
172
$201K 0.12%
+3,717
173
$150K 0.09%
21,470
-19,950
174
$112K 0.07%
2,466
-707
175
$84K 0.05%
13,500
5 6
7
8 9