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
376
$6.08K ﹤0.01%
+224
377
$6.02K ﹤0.01%
+2,000
378
$6.02K ﹤0.01%
+149
379
$5.83K ﹤0.01%
+66
380
$5.78K ﹤0.01%
+13
381
$5.74K ﹤0.01%
+81
382
$5.68K ﹤0.01%
+70
383
$5.66K ﹤0.01%
+181
384
$5.57K ﹤0.01%
+505
385
$5.49K ﹤0.01%
+134
386
$5.47K ﹤0.01%
+75
387
$5.46K ﹤0.01%
+500
388
$5.34K ﹤0.01%
+353
389
$5.31K ﹤0.01%
+24
390
$5.13K ﹤0.01%
+5
391
$5.12K ﹤0.01%
+525
392
$5.11K ﹤0.01%
+17
393
$4.96K ﹤0.01%
+204
394
$4.94K ﹤0.01%
+146
395
$4.87K ﹤0.01%
+195
396
$4.72K ﹤0.01%
+400
397
$4.63K ﹤0.01%
+30
398
$4.63K ﹤0.01%
+38
399
$4.61K ﹤0.01%
+250
400
$4.54K ﹤0.01%
+40
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