VWM
Vigilare Wealth Management Portfolio holdings
AUM
$267M
This Quarter Return
-1.04%
1 Year Return
+15.31%
3 Year Return
+40.37%
5 Year Return
+72.4%
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-1.8%)
Cap. Flow
-$6.39M
Cap. Flow
% of AUM
-3.95%
Top 10 Holdings %
Top 10 Hldgs %
29.75%
Holding
224
New
18
Increased
93
Reduced
62
Closed
35
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.58M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
$927K |
| 3 |
SoFi Technologies
SOFI
|
$900K |
| 4 |
iShares Core Conservative Allocation ETF
AOK
|
$881K |
| 5 |
Uber
UBER
|
$652K |
Top Sells
Sector Composition
| 1 | Technology | 20.95% |
| 2 | Healthcare | 10.89% |
| 3 | Consumer Discretionary | 10.38% |
| 4 | Financials | 7.04% |
| 5 | Communication Services | 6.55% |
