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
176
$209K 0.15%
+2,275
177
$208K 0.15%
+15,185
178
$206K 0.15%
+7,871
179
$205K 0.15%
+3,062
180
$205K 0.15%
+1,079
181
$204K 0.14%
+740
182
$202K 0.14%
+8,680
183
$201K 0.14%
+10,845
184
$201K 0.14%
+3,315
185
$200K 0.14%
+1,130
186
$200K 0.14%
1,175
-55
187
$199K 0.14%
37,400
+19,900
188
$129K 0.09%
18,000
-8,600
189
$127K 0.09%
+377
190
$117K 0.08%
939
191
$115K 0.08%
700
192
$97K 0.07%
+12,000
193
$78K 0.06%
+10,200
194
$77K 0.05%
+11,000
195
$52K 0.04%
13,250
+1,250
196
$17K 0.01%
+1,488
197
– –
-1,850
198
– –
-32,200
199
– –
-4,675
200
– –
-36,500
5 6 7
8
9