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
501
$510 ﹤0.01%
+6
502
$499 ﹤0.01%
+28
503
$472 ﹤0.01%
+30
504
$455 ﹤0.01%
+14
505
$451 ﹤0.01%
+8
506
$433 ﹤0.01%
+29
507
$421 ﹤0.01%
+2
508
$403 ﹤0.01%
+10
509
$382 ﹤0.01%
+60
510
$372 ﹤0.01%
+10
511
$356 ﹤0.01%
+10
512
$353 ﹤0.01%
+83
513
$352 ﹤0.01%
+10
514
$340 ﹤0.01%
+17
515
$339 ﹤0.01%
+10
516
$330 ﹤0.01%
+83
517
$300 ﹤0.01%
+24
518
$277 ﹤0.01%
+20
519
$266 ﹤0.01%
+50
520
$238 ﹤0.01%
+12
521
$234 ﹤0.01%
+100
522
$219 ﹤0.01%
+2
523
$206 ﹤0.01%
+7
524
$198 ﹤0.01%
+80
525
$191 ﹤0.01%
+22
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