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
$341M
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,362
New
Increased
Reduced
Closed

Sector Composition

1 Financials 3.42%
2 Healthcare 1.86%
3 Technology 1.7%
4 Industrials 1.02%
5 Consumer Staples 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$22.9K 0.01%
211
252
$22.9K 0.01%
6
253
$22.8K 0.01%
144
+1
254
$22.8K 0.01%
230
255
$22.7K 0.01%
2,747
256
$22.6K 0.01%
241
257
$22.6K 0.01%
52
258
$21.9K 0.01%
50
259
$21.5K 0.01%
486
+225
260
$21.3K 0.01%
43
261
$20.9K 0.01%
176
+1
262
$20.6K 0.01%
+555
263
$20.1K 0.01%
208
264
$20K 0.01%
313
+153
265
$19.4K 0.01%
832
266
$18.9K 0.01%
222
267
$18.7K 0.01%
34
268
$18.7K 0.01%
+221
269
$18.6K 0.01%
214
270
$18.5K 0.01%
202
271
$18.4K 0.01%
3,942
272
$18.3K 0.01%
167
+1
273
$18.2K 0.01%
+728
274
$18K 0.01%
535
275
$17.7K 0.01%
435