VBWMG
Von Berge Wealth Management Group Portfolio holdings
AUM
$178M
This Quarter Return
+6.63%
1 Year Return
+15.51%
3 Year Return
+60.55%
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+7.9%)
Cap. Flow
+$2.49M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
61.6%
Holding
66
New
3
Increased
30
Reduced
10
Closed
4
Top Buys
| 1 |
Vanguard Mega Cap Value ETF
MGV
|
$484K |
| 2 |
Vanguard Mega Cap Growth ETF
MGK
|
$423K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$397K |
| 4 |
Meta Platforms (Facebook)
META
|
$373K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$303K |
Top Sells
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$242K |
| 2 |
Lockheed Martin
LMT
|
$230K |
| 3 |
General Dynamics
GD
|
$210K |
| 4 |
Walt Disney
DIS
|
$210K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$78.3K |
Sector Composition
| 1 | Technology | 4.96% |
| 2 | Consumer Discretionary | 2.06% |
| 3 | Energy | 1.82% |
| 4 | Communication Services | 1.18% |
| 5 | Materials | 0.88% |
