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
251
$20.8K 0.01%
+637
252
$20.6K 0.01%
+52
253
$20.6K 0.01%
+166
254
$20.5K 0.01%
+646
255
$20.4K 0.01%
+104
256
$20K 0.01%
+832
257
$19.6K 0.01%
+535
258
$19.2K 0.01%
+175
259
$19.2K 0.01%
+6
260
$19.2K 0.01%
+222
261
$19K 0.01%
+3,942
262
$18.8K 0.01%
+100
263
$18.5K 0.01%
+50
264
$18.5K 0.01%
+202
265
$18.3K 0.01%
+302
266
$18.1K 0.01%
+52
267
$18K 0.01%
+214
268
$18K 0.01%
+1,008
269
$18K 0.01%
+34
270
$17.9K 0.01%
+435
271
$17.2K 0.01%
+143
272
$16.9K 0.01%
+185
273
$16.8K 0.01%
+2,000
274
$16.4K 0.01%
+423
275
$16.3K 0.01%
+528
9 10
11
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