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
326
$10.4K 0.01%
+200
327
$10.3K 0.01%
+142
328
$10.2K 0.01%
+132
329
$10.1K 0.01%
+312
330
$10K 0.01%
+458
331
$9.99K 0.01%
+1,500
332
$9.94K 0.01%
+169
333
$9.85K 0.01%
+443
334
$9.81K 0.01%
+425
335
$9.69K 0.01%
+160
336
$9.66K ﹤0.01%
+239
337
$9.64K ﹤0.01%
+526
338
$9.59K ﹤0.01%
+165
339
$9.57K ﹤0.01%
+61
340
$9.49K ﹤0.01%
+152
341
$9.45K ﹤0.01%
+177
342
$9.4K ﹤0.01%
+1,000
343
$9.29K ﹤0.01%
+49
344
$9.27K ﹤0.01%
+463
345
$9.25K ﹤0.01%
+162
346
$9.18K ﹤0.01%
+244
347
$8.98K ﹤0.01%
+197
348
$8.96K ﹤0.01%
+274
349
$8.89K ﹤0.01%
+394
350
$8.59K ﹤0.01%
+512
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