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
$157M
AUM Growth
+$1.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$936K
2
+$205K
3
+$95.2K
4
TSLA icon
Tesla
TSLA
+$80.4K
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$63.1K

Top Sells

1
+$264K
2
+$239K
3
+$223K
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$205K
5
MGK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$271K 0.17%
3,615
-499
52
$266K 0.17%
3,310
53
$261K 0.17%
905
54
$250K 0.16%
1,355
+1
55
$249K 0.16%
2,104
-264
56
$244K 0.16%
3,176
+18
57
$232K 0.15%
1,153
58
$232K 0.15%
933
-39
59
$219K 0.14%
175
60
$216K 0.14%
1,382
-497
61
$213K 0.14%
1,178
-51
62
$212K 0.13%
3,661
63
$208K 0.13%
476
+1
64
$208K 0.13%
2,652
65
$205K 0.13%
+5,134
66
$7.45K ﹤0.01%
667
67
– –
-1,800
68
– –
-2,486
69
– –
-3,285
1 2
3