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
351
$8.54K ﹤0.01%
+115
352
$8.37K ﹤0.01%
+43
353
$8.35K ﹤0.01%
+177
354
$8.35K ﹤0.01%
+190
355
$8.15K ﹤0.01%
+266
356
$8.02K ﹤0.01%
+99
357
$7.87K ﹤0.01%
+150
358
$7.84K ﹤0.01%
+369
359
$7.68K ﹤0.01%
+615
360
$7.31K ﹤0.01%
+94
361
$7.26K ﹤0.01%
+889
362
$7.25K ﹤0.01%
+29
363
$7.15K ﹤0.01%
+50
364
$7.05K ﹤0.01%
+306
365
$6.95K ﹤0.01%
+300
366
$6.92K ﹤0.01%
+200
367
$6.91K ﹤0.01%
+233
368
$6.9K ﹤0.01%
+23
369
$6.79K ﹤0.01%
+308
370
$6.68K ﹤0.01%
+116
371
$6.48K ﹤0.01%
+569
372
$6.42K ﹤0.01%
+25
373
$6.42K ﹤0.01%
+127
374
$6.41K ﹤0.01%
+237
375
$6.2K ﹤0.01%
+200
13 14
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