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
401
$4.42K ﹤0.01%
+79
402
$4.4K ﹤0.01%
+345
403
$4.27K ﹤0.01%
+200
404
$4.26K ﹤0.01%
+171
405
$4.07K ﹤0.01%
+25
406
$4.03K ﹤0.01%
+58
407
$3.95K ﹤0.01%
+465
408
$3.92K ﹤0.01%
+21
409
$3.91K ﹤0.01%
+50
410
$3.9K ﹤0.01%
+114
411
$3.89K ﹤0.01%
+104
412
$3.81K ﹤0.01%
+207
413
$3.69K ﹤0.01%
+100
414
$3.56K ﹤0.01%
+72
415
$3.46K ﹤0.01%
+60
416
$3.41K ﹤0.01%
+55
417
$3.4K ﹤0.01%
+16
418
$3.38K ﹤0.01%
+56
419
$3.25K ﹤0.01%
+11
420
$3.15K ﹤0.01%
+387
421
$3.11K ﹤0.01%
+103
422
$3.07K ﹤0.01%
+61
423
$3.05K ﹤0.01%
+197
424
$2.93K ﹤0.01%
+31
425
$2.92K ﹤0.01%
+29
15 16
17
18 19