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
451
$1.8K ﹤0.01%
+91
452
$1.75K ﹤0.01%
+15
453
$1.72K ﹤0.01%
+20
454
$1.71K ﹤0.01%
+1,288
455
$1.71K ﹤0.01%
+32
456
$1.7K ﹤0.01%
+20
457
$1.69K ﹤0.01%
+16
458
$1.69K ﹤0.01%
+36
459
$1.68K ﹤0.01%
+52
460
$1.65K ﹤0.01%
+41
461
$1.64K ﹤0.01%
+8
462
$1.62K ﹤0.01%
+150
463
$1.57K ﹤0.01%
+38
464
$1.56K ﹤0.01%
+17
465
$1.51K ﹤0.01%
+43
466
$1.47K ﹤0.01%
+200
467
$1.4K ﹤0.01%
+21
468
$1.39K ﹤0.01%
+141
469
$1.39K ﹤0.01%
+65
470
$1.33K ﹤0.01%
+21
471
$1.31K ﹤0.01%
+56
472
$1.3K ﹤0.01%
+7
473
$1.3K ﹤0.01%
+27
474
$1.26K ﹤0.01%
+24
475
$1.23K ﹤0.01%
+45
17 18
19
20 21