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

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
176
$220K 0.14%
1,087
+5
177
$215K 0.13%
5,585
178
$214K 0.13%
11,853
-2,890
179
$210K 0.13%
728
180
$209K 0.13%
1,800
181
$205K 0.13%
1,354
-1,808
182
$203K 0.13%
+2,815
183
$202K 0.12%
+7,792
184
$201K 0.12%
11,628
+6
185
$201K 0.12%
10,440
+540
186
$173K 0.11%
10,250
-800
187
$118K 0.07%
18,950
-14,200
188
$74K 0.05%
13,500
189
$11K 0.01%
+1,550
190
-3,927
191
-800
192
-1,838
193
-493
194
-2,511
195
-3,177
196
-3,780
197
-2,800
198
-10,045
199
-6,167
200
-11,000