VWM

Vermillion Wealth Management Portfolio holdings

AUM $251M
1-Year Est. Return 12.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$370M
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,550
New
Increased
Reduced
Closed

Sector Composition

1 Financials 2.23%
2 Technology 1.91%
3 Healthcare 1.07%
4 Industrials 1.04%
5 Consumer Staples 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11K ﹤0.01%
244
352
$10.9K ﹤0.01%
132
353
$10.9K ﹤0.01%
500
354
$10.9K ﹤0.01%
134
355
$10.9K ﹤0.01%
1,000
356
$10.8K ﹤0.01%
177
357
$10.7K ﹤0.01%
310
+3
358
$10.7K ﹤0.01%
167
359
$10.6K ﹤0.01%
142
360
$10.6K ﹤0.01%
70
361
$10.5K ﹤0.01%
57
362
$10.4K ﹤0.01%
504
363
$10.4K ﹤0.01%
+833
364
$10.4K ﹤0.01%
+91
365
$9.99K ﹤0.01%
+47
366
$9.95K ﹤0.01%
36
367
$9.92K ﹤0.01%
+71
368
$9.57K ﹤0.01%
201
+1
369
$9.48K ﹤0.01%
+389
370
$9.35K ﹤0.01%
512
371
$9.35K ﹤0.01%
458
372
$9.32K ﹤0.01%
+4,000
373
$8.95K ﹤0.01%
222
+1
374
$8.9K ﹤0.01%
575
375
$8.71K ﹤0.01%
250