VWM
Vermillion Wealth Management Portfolio holdings
AUM
$209M
This Quarter Return
-1%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$195M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
61.99%
Holding
551
New
550
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
$35.9M |
| 2 |
Vanguard Total Bond Market
BND
|
$23.5M |
| 3 |
Dimensional Core Fixed Income ETF
DFCF
|
$17.7M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$7.93M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
551
iShares 7-10 Year Treasury Bond ETF
IEF
$35.6B
| – | – |
0
| – | – |
|