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
276
$15.9K 0.01%
+3,642
277
$15.6K 0.01%
+206
278
$15.5K 0.01%
+142
279
$15.5K 0.01%
+948
280
$15.4K 0.01%
+500
281
$15.4K 0.01%
+342
282
$15.3K 0.01%
+400
283
$15.3K 0.01%
+328
284
$15.3K 0.01%
+119
285
$15.1K 0.01%
+67
286
$15K 0.01%
+192
287
$14.9K 0.01%
+3
288
$14.8K 0.01%
+200
289
$14.8K 0.01%
+139
290
$14.5K 0.01%
+1,142
291
$14.3K 0.01%
+75
292
$14.2K 0.01%
+500
293
$14K 0.01%
+2,602
294
$14K 0.01%
+114
295
$13.9K 0.01%
+1,720
296
$13.6K 0.01%
+1,035
297
$13.6K 0.01%
+80
298
$13.4K 0.01%
+352
299
$13.2K 0.01%
+306
300
$13.1K 0.01%
+437
10 11
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