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
$111M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$641K
3
+$535K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$391K
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$303K

Top Sells

1
+$1.02M
2
+$422K
3
+$371K
4
VTV icon
Vanguard Value ETF
VTV
+$312K
5
VUG icon
Vanguard Growth ETF
VUG
+$244K

Sector Composition

1 Technology 4.01%
2 Energy 2.16%
3 Consumer Discretionary 1.43%
4 Materials 0.97%
5 Healthcare 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$248K 0.22%
+3,353
52
$247K 0.22%
6,700
53
$245K 0.22%
15,282
54
$240K 0.22%
3,310
55
$225K 0.2%
+1,598
56
$224K 0.2%
446
57
$219K 0.2%
5,397
-518
58
$217K 0.2%
+472
59
$213K 0.19%
+955
60
$210K 0.19%
+1,229
61
$207K 0.19%
+2,292
62
$206K 0.19%
905
63
– –
-4,936
64
– –
-2,020
1 2
3