VWM

Vermillion Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$35.9M
2
+$23.5M
3
+$17.7M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.93M
5
DFGX icon
Dimensional Global ex US Core Fixed Income ETF
DFGX
+$7.39M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.23%
2 Technology 3.58%
3 Healthcare 3%
4 Industrials 1.74%
5 Consumer Staples 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.7K 0.02%
+1,204
227
$29.6K 0.02%
+522
228
$29K 0.01%
+1,834
229
$28.7K 0.01%
+540
230
$28.5K 0.01%
+600
231
$28.2K 0.01%
+547
232
$28.1K 0.01%
+368
233
$26.9K 0.01%
+250
234
$26.7K 0.01%
+1,330
235
$25.8K 0.01%
+1,344
236
$25.6K 0.01%
+1,018
237
$25K 0.01%
+196
238
$24.2K 0.01%
+72
239
$23.8K 0.01%
+982
240
$23.4K 0.01%
+41
241
$23.3K 0.01%
+167
242
$23.1K 0.01%
+2,747
243
$23K 0.01%
+100
244
$22.5K 0.01%
+211
245
$22.4K 0.01%
+500
246
$22.4K 0.01%
+43
247
$22.3K 0.01%
+230
248
$22.1K 0.01%
+208
249
$22.1K 0.01%
+241
250
$21K 0.01%
+636
8 9
10
11 12