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
426
$2.77K ﹤0.01%
+36
427
$2.71K ﹤0.01%
+100
428
$2.71K ﹤0.01%
+30
429
$2.62K ﹤0.01%
+71
430
$2.6K ﹤0.01%
+197
431
$2.49K ﹤0.01%
+20
432
$2.49K ﹤0.01%
+109
433
$2.46K ﹤0.01%
+158
434
$2.35K ﹤0.01%
+47
435
$2.31K ﹤0.01%
+118
436
$2.25K ﹤0.01%
+40
437
$2.23K ﹤0.01%
+179
438
$2.22K ﹤0.01%
+100
439
$2.2K ﹤0.01%
+40
440
$2.17K ﹤0.01%
+30
441
$2.14K ﹤0.01%
+20
442
$2.13K ﹤0.01%
+38
443
$2.12K ﹤0.01%
+210
444
$2.11K ﹤0.01%
+13
445
$2.09K ﹤0.01%
+100
446
$1.93K ﹤0.01%
+40
447
$1.89K ﹤0.01%
+9
448
$1.89K ﹤0.01%
+78
449
$1.88K ﹤0.01%
+1,043
450
$1.81K ﹤0.01%
+53
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