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VWM
Vermillion Wealth Management Portfolio holdings
AUM
$427M
1-Year Est. Return
12.63%
This Fund
S&P 500
This Quarter
Est. Return
+7.24%
1 Year Est. Return
+12.63%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$427M
AUM Growth
+$172M
(+67%)
Cap. Flow
+$147M
Cap. Flow
% of AUM
34.39%
Top 10 Holdings %
Top 10 Hldgs %
46.37%
Holding
2,561
New
998
Increased
113
Reduced
297
Closed
1,018
Top Buys
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$2.53M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$1.38M |
| 3 |
NVIDIA
NVDA
|
+$871K |
| 4 |
Schwab International Equity ETF
SCHF
|
+$847K |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$838K |
Sector Composition
| 1 | Financials | 1.91% |
| 2 | Technology | 1.79% |
| 3 | Industrials | 1.44% |
| 4 | Healthcare | 1.22% |
| 5 | Consumer Staples | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Corning
GLW
$136B
| $129K | 0.03% |
506
-48
| -9% | -$8.73K |
|
127
Home Depot
HD
$347B
| $126K | 0.03% |
358
-28
| -7% | -$9.11K |
|
128
Altria Group
MO
$122B
| $125K | 0.03% |
1,734
-112
| -6% | -$7.82K |
|
129
CF Industries
CF
$18.2B
| $118K | 0.03% |
1,092
-1
| -0.1% | -$118 |
|
130
Amgen
AMGN
$201B
| $116K | 0.03% |
321
-30
| -9% | -$10.3K |
|
131
IBM
IBM
$206B
| $114K | 0.03% |
405
+119
| +42% | +$30K |
|
132
Marvell Technology
MRVL
$169B
| $113K | 0.03% |
378
-58
| -13% | -$11.6K |
|
133
Citigroup
C
$221B
| $112K | 0.03% |
800
-1,100
| -58% | -$143K |
|
134
Invesco S&P 500 Equal Weight ETF
RSP
$97.2B
| $110K | 0.03% |
515
+2
| +0.4% | +$409 |
|
135
Weyerhaeuser
WY
$17.6B
| $109K | 0.03% |
4,565
-416
| -8% | -$10.1K |
|
136
Vanguard Small-Cap Growth ETF
VBK
$23.5B
| $106K | 0.02% |
289
-30
| -9% | -$10.2K |
|
137
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| $98.7K | 0.02% |
1,758
-14
| -0.8% | -$758 |
|
138
Abbott
ABT
$172B
| $98.2K | 0.02% |
1,082
-374
| -26% | -$34.1K |
|
139
Norfolk Southern
NSC
$75.9B
| $94.4K | 0.02% |
300
-13
| -4% | -$4.01K |
|
140
Broadcom
AVGO
$1.78T
| $92.9K | 0.02% |
246
-256
| -51% | -$103K |
|
141
KKR & Co
KKR
$92.3B
| $92.8K | 0.02% |
1,011
-8
| -0.8% | -$776 |
|
142
Vanguard Short-Term Bond ETF
BSV
$44.7B
| $92.2K | 0.02% |
1,183
-86
| -7% | -$6.71K |
|
143
Cisco
CSCO
$432B
| $92.2K | 0.02% |
784
-265
| -25% | -$27.7K |
|
144
Iris Energy
IREN
$12.4B
| $89K | 0.02% |
1,947
-102
| -5% | -$5.3K |
|
145
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $88.9K | 0.02% |
2,916
+37
| +1% | +$1.15K |
|
146
iShares MSCI Intl Quality Factor ETF
IQLT
$13.6B
| $87K | 0.02% |
1,755
+9
| +0.5% | +$440 |
|
147
iShares Biotechnology ETF
IBB
$9.22B
| $81K | 0.02% |
426
-105
| -20% | -$18K |
|
148
Vanguard Consumer Staples ETF
VDC
$8.03B
| $80.7K | 0.02% |
358
-3
| -0.8% | -$684 |
|
149
ConocoPhillips
COP
$137B
| $80.6K | 0.02% |
776
-1,706
| -69% | -$202K |
|
150
BHP
BHP
$205B
| $77.6K | 0.02% |
932
-555
| -37% | -$46.1K |
|
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