VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
+5.69%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$141M
AUM Growth
+$141M
(+33%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
23.41%
Top 10 Holdings %
Top 10 Hldgs %
28.13%
Holding
216
New
67
Increased
82
Reduced
37
Closed
20
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$3.47M |
| 2 |
Alerian MLP ETF
AMLP
|
$2.94M |
| 3 |
Invesco WilderHill Clean Energy ETF
PBW
|
$1.61M |
| 4 |
iShares MSCI Emerging Markets ETF
EEM
|
$1.51M |
| 5 |
Amazon
AMZN
|
$1.23M |
Top Sells
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% |
