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
476
$1.22K ﹤0.01%
+237
477
$1.22K ﹤0.01%
+100
478
$1.19K ﹤0.01%
+29
479
$1.17K ﹤0.01%
+30
480
$1.14K ﹤0.01%
+180
481
$1.13K ﹤0.01%
+20
482
$1.11K ﹤0.01%
+214
483
$1.09K ﹤0.01%
+37
484
$1.08K ﹤0.01%
+41
485
$1.05K ﹤0.01%
+1,000
486
$1.03K ﹤0.01%
+153
487
$1K ﹤0.01%
+54
488
$951 ﹤0.01%
+114
489
$940 ﹤0.01%
+25
490
$816 ﹤0.01%
+46
491
$812 ﹤0.01%
+4
492
$810 ﹤0.01%
+84
493
$799 ﹤0.01%
+20
494
$734 ﹤0.01%
+360
495
$711 ﹤0.01%
+9
496
$619 ﹤0.01%
+194
497
$609 ﹤0.01%
+10
498
$582 ﹤0.01%
+43
499
$532 ﹤0.01%
+40
500
$519 ﹤0.01%
+14
18 19
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