Portfolio (Quarterly)
Guide ↗
VCI Wealth Management LLC
· CIK 0002009388| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | NTAP | NETAPP INC | Technology | 8,250 | $977K | 0.30% | SOLD |
| 22 | CBRE | CBRE GROUP INC | Real Estate | 6,121 | $964K | 0.29% | SOLD |
| 23 | INCY | INCYTE CORP | Healthcare | 11,337 | $961K | 0.29% | SOLD |
| 24 | PSX | PHILLIPS 66 | Energy | 7,027 | $956K | 0.29% | SOLD |
| 25 | ARE | ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 11,453 | $954K | 0.29% | SOLD |
| 26 | ALB | ALBEMARLE CORP | Basic Materials | 11,496 | $932K | 0.28% | SOLD |
| 27 | EL | LAUDER ESTEE COS INC | Consumer Defensive | 10,057 | $886K | 0.27% | SOLD |
| 28 | CMCSA | COMCAST CORP NEW | Communication Services | 27,661 | $869K | 0.26% | SOLD |
| 29 | CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Cyclical | 20,853 | $817K | 0.25% | SOLD |
| 30 | CSCO | CISCO SYS INC | Technology | 5,608 | $384K | 0.12% | SOLD |
Sector Allocation
Technology
30.6%
Financial Services
27.6%
Consumer Cyclical
9.2%
Healthcare
9.1%
Communication Services
8.9%
Industrials
4.5%
Consumer Defensive
3.3%
Energy
2.3%
Utilities
2.1%
Real Estate
1.7%