VWM

Vermillion Wealth Management Portfolio holdings

AUM $244M
1-Year Est. Return 13.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
-$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,373
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.91M
3
+$1.83M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$1.26M
5
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$777K

Top Sells

1
+$2.94M
2
+$2.36M
3
+$1.94M
4
BND icon
Vanguard Total Bond Market
BND
+$1.54M
5
FLG
Flagstar Bank National Association
FLG
+$477K

Sector Composition

1 Financials 3.66%
2 Technology 2.96%
3 Healthcare 1.83%
4 Industrials 1.52%
5 Consumer Staples 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.96K ﹤0.01%
7
-16
452
$1.92K ﹤0.01%
+14
453
$1.9K ﹤0.01%
1,043
454
$1.88K ﹤0.01%
+100
455
$1.87K ﹤0.01%
44
+1
456
$1.82K ﹤0.01%
210
457
$1.81K ﹤0.01%
200
458
$1.8K ﹤0.01%
20
459
$1.78K ﹤0.01%
53
+1
460
$1.77K ﹤0.01%
20
461
$1.7K ﹤0.01%
+250
462
$1.64K ﹤0.01%
36
463
$1.62K ﹤0.01%
181
+1
464
$1.6K ﹤0.01%
2
-205
465
$1.55K ﹤0.01%
45
466
$1.52K ﹤0.01%
21
467
$1.48K ﹤0.01%
38
468
$1.44K ﹤0.01%
17
469
$1.44K ﹤0.01%
214
470
$1.41K ﹤0.01%
20
471
$1.4K ﹤0.01%
15
-160
472
$1.38K ﹤0.01%
8
473
$1.33K ﹤0.01%
56
474
$1.32K ﹤0.01%
30
+1
475
$1.3K ﹤0.01%
150
17 18
19
20 21