VBWMG
Von Berge Wealth Management Group Portfolio holdings
AUM
$178M
This Quarter Return
+8.06%
1 Year Return
+15.51%
3 Year Return
+60.55%
5 Year Return
–
10 Year Return
–
AUM
$108M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.4%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$11.3M |
| 2 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
$9.25M |
| 3 |
Vanguard Value ETF
VTV
|
$8.7M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$7.89M |
| 5 |
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% |
