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
1
$11.1M 6.53%
64,376
+3,923
2
$9.76M 5.77%
54,966
-94
3
$5.36M 3.17%
15,938
-4
4
$5.27M 3.11%
31,600
+440
5
$5.04M 2.98%
30,955
+1,673
6
$4.33M 2.56%
29,920
+80
7
$3.93M 2.32%
9,887
-18
8
$3.41M 2.02%
85,291
+1,352
9
$3.22M 1.91%
6,760
+65
10
$3.13M 1.85%
7,534
-6
11
$3.1M 1.83%
94,819
-4,357
12
$2.96M 1.75%
142,727
+14,645
13
$2.93M 1.73%
99,700
-3,370
14
$2.45M 1.45%
30,285
+23,439
15
$2.3M 1.36%
13,455
-525
16
$2.26M 1.34%
3,986
-198
17
$2.24M 1.32%
46,461
-1,410
18
$2.05M 1.21%
12,006
-2,563
19
$2.02M 1.19%
7,937
+169
20
$1.77M 1.05%
8,163
-1,397
21
$1.71M 1.01%
28,908
+7,973
22
$1.7M 1%
107,528
+6,593
23
$1.68M 0.99%
10,239
+110
24
$1.66M 0.98%
26,932
-4,438
25
$1.65M 0.98%
10,652
+215
1
2 3 4 5