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
$165M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$1.11M
3 +$1.05M
4
GLD icon
SPDR Gold Trust
GLD
+$870K
5
SOFI icon
SoFi Technologies
SOFI
+$849K

Sector Composition

1 Technology 20.04%
2 Consumer Discretionary 10.35%
3 Healthcare 9.92%
4 Communication Services 6.84%
5 Financials 5.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$242K 0.15%
1,838
-75
177
$235K 0.14%
+2,134
178
$235K 0.14%
466
-15
179
$233K 0.14%
680
+50
180
$232K 0.14%
+800
181
$231K 0.14%
54,250
+16,850
182
$229K 0.14%
+3,521
183
$227K 0.14%
+493
184
$226K 0.14%
+728
185
$225K 0.14%
3,780
-2,409
186
$222K 0.13%
5,910
187
$221K 0.13%
253
-60
188
$219K 0.13%
+1,000
189
$218K 0.13%
740
190
$217K 0.13%
2,440
191
$216K 0.13%
+1,000
192
$211K 0.13%
+1,800
193
$211K 0.13%
+2,790
194
$210K 0.13%
1,082
+3
195
$210K 0.13%
+3,955
196
$206K 0.13%
+5,585
197
$202K 0.12%
+11,622
198
$200K 0.12%
6,840
+1,256
199
$187K 0.11%
+10,600
200
$171K 0.1%
14,300
-2,400