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
$169M
AUM Growth
+$7.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$1.9M
2 +$718K
3 +$674K
4
GH icon
Guardant Health
GH
+$550K
5
LIN icon
Linde
LIN
+$547K

Top Sells

1 +$984K
2 +$665K
3 +$651K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$562K
5
DKNG icon
DraftKings
DKNG
+$554K

Sector Composition

1 Technology 22.78%
2 Consumer Discretionary 10.3%
3 Healthcare 9.86%
4 Financials 6.82%
5 Consumer Staples 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-11,500
202
-8,050
203
-2,325
204
-41,100
205
-7,775
206
-4,522