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
51
$403K 0.21%
+6,836
52
$400K 0.2%
+8,534
53
$386K 0.2%
+14,909
54
$385K 0.2%
+10,996
55
$383K 0.2%
+2,297
56
$383K 0.2%
+41,019
57
$377K 0.19%
+20,396
58
$365K 0.19%
+3,396
59
$347K 0.18%
+3,033
60
$339K 0.17%
+6,512
61
$337K 0.17%
+2,329
62
$334K 0.17%
+13,603
63
$324K 0.17%
+4,053
64
$303K 0.16%
+517
65
$301K 0.15%
+734
66
$294K 0.15%
+575
67
$286K 0.15%
+3,783
68
$277K 0.14%
+1,565
69
$271K 0.14%
+460
70
$262K 0.13%
+829
71
$259K 0.13%
+6,183
72
$250K 0.13%
+1,493
73
$249K 0.13%
+7,586
74
$249K 0.13%
+2,751
75
$247K 0.13%
+6,872
1 2
3
4 5