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
$110M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$473K
2
+$415K
3
+$347K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$326K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$313K

Top Sells

1
+$290K
2
+$66.9K
3
+$56.7K
4
XOM icon
Exxon Mobil
XOM
+$24.9K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$12.8K

Sector Composition

1 Technology 5.12%
2 Consumer Discretionary 2.05%
3 Energy 1.88%
4 Financials 1.12%
5 Materials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$253K 0.23%
4,835
-185
52
$252K 0.23%
1,591
+2
53
$250K 0.23%
2,299
54
$250K 0.23%
1,258
+1
55
$238K 0.22%
+2,000
56
$238K 0.22%
13,677
+291
57
$238K 0.22%
6,337
+99
58
$237K 0.22%
1,364
59
$233K 0.21%
3,036
+149
60
$230K 0.21%
5,201
-215
61
$229K 0.21%
6,803
62
$221K 0.2%
+472
63
$221K 0.2%
+905
64
$219K 0.2%
10,320
+100
65
$201K 0.18%
+1,792
1 2
3