VWM

Vivid Wealth Management Portfolio holdings

AUM $257M
1-Year Est. Return 24.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.77%
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
+$2.21M
2
+$2.04M
3
+$2.01M
4
EOG icon
EOG Resources
EOG
+$1.98M
5
FANG icon
Diamondback Energy
FANG
+$1.97M

Top Sells

1
+$3.22M
2
+$3.04M
3
+$2.7M
4
AMZN icon
Amazon
AMZN
+$2.25M
5
MSFT icon
Microsoft
MSFT
+$1.89M

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