VBWMG

Von Berge Wealth Management Group Portfolio holdings

AUM $178M
1-Year Est. Return 15.51%
This Quarter Est. Return
1 Year Est. Return
+15.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$108M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$9.25M
3
+$8.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$7.89M
5
VUG icon
Vanguard Growth ETF
VUG
+$7.55M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.89%
2 Consumer Discretionary 2.11%
3 Energy 1.64%
4 Financials 0.99%
5 Healthcare 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$255K 0.24%
+1,589
52
$253K 0.23%
+1,257
53
$250K 0.23%
+10,220
54
$245K 0.23%
+2,299
55
$239K 0.22%
+13,386
56
$233K 0.21%
+1,364
57
$226K 0.21%
+1,520
58
$225K 0.21%
+446
59
$222K 0.2%
+2,887
60
$209K 0.19%
+2,238
61
$201K 0.19%
+3,767
1 2
3