VBWMG
Von Berge Wealth Management Group Portfolio holdings
AUM
$178M
This Quarter Return
+2.06%
1 Year Return
+15.51%
3 Year Return
+60.55%
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+1.2%)
Cap. Flow
+$512K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
63.3%
Holding
69
New
2
Increased
28
Reduced
22
Closed
3
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.02M |
| 2 |
Cambria Emerging Shareholder Yield ETF
EYLD
|
$936K |
| 3 |
Bank of America
BAC
|
$205K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$95.2K |
| 5 |
Tesla
TSLA
|
$80.4K |
Top Sells
| 1 |
Exxon Mobil
XOM
|
$264K |
| 2 |
Vanguard Total Bond Market
BND
|
$239K |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$223K |
| 4 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$205K |
| 5 |
Vanguard Mega Cap Growth ETF
MGK
|
$192K |
Sector Composition
| 1 | Technology | 5.12% |
| 2 | Consumer Discretionary | 1.61% |
| 3 | Communication Services | 1.49% |
| 4 | Energy | 1.17% |
| 5 | Financials | 1.02% |
