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