VWM
Vermillion Wealth Management Portfolio holdings
AUM
$209M
This Quarter Return
-0.19%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$341M
AUM Growth
+$145M
(+74%)
Cap. Flow
+$147M
Cap. Flow
% of AUM
43.17%
Top 10 Holdings %
Top 10 Hldgs %
41.62%
Holding
1,362
New
801
Increased
162
Reduced
83
Closed
20
Top Buys
Top Sells
| 1 |
Dimensional National Municipal Bond ETF
DFNM
|
$512K |
| 2 |
NVIDIA
NVDA
|
$291K |
| 3 |
Vanguard Total Bond Market
BND
|
$141K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$123K |
| 5 |
Dimensional International Core Equity 2 ETF
DFIC
|
$118K |
Sector Composition
| 1 | Financials | 3.42% |
| 2 | Healthcare | 1.86% |
| 3 | Technology | 1.7% |
| 4 | Industrials | 1.02% |
| 5 | Consumer Staples | 0.86% |
