VWM

Vivid Wealth Management Portfolio holdings

AUM $228M
1-Year Est. Return 25.1%
This Quarter Est. Return
1 Year Est. Return
+25.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$2.15M
3
+$2.07M
4
COST icon
Costco
COST
+$2.05M
5
DECK icon
Deckers Outdoor
DECK
+$2.01M

Top Sells

1
+$3.08M
2
+$3.03M
3
+$2.61M
4
AMZN icon
Amazon
AMZN
+$2.37M
5
CRWD icon
CrowdStrike
CRWD
+$2.14M

Sector Composition

1 Technology 19.07%
2 Consumer Discretionary 5.77%
3 Industrials 5.19%
4 Financials 4.76%
5 Energy 4.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,999
77
– –
-2,660
78
– –
-8,387
79
– –
-5,579
80
– –
-3,828
81
– –
-3,303
82
– –
-3,946
83
– –
-2,971
1 2 3
4