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
126
$104K 0.05%
+371
127
$102K 0.05%
+1,928
128
$102K 0.05%
+1,000
129
$101K 0.05%
+509
130
$99.7K 0.05%
+1,168
131
$97.2K 0.05%
+460
132
$93.3K 0.05%
+219
133
$90.9K 0.05%
+704
134
$90.1K 0.05%
+178
135
$85.5K 0.04%
+488
136
$84.8K 0.04%
+326
137
$80.3K 0.04%
+244
138
$79.3K 0.04%
+1,026
139
$79.2K 0.04%
+267
140
$78.9K 0.04%
+414
141
$78.3K 0.04%
+515
142
$77.5K 0.04%
+3,404
143
$77.3K 0.04%
+867
144
$77.2K 0.04%
+424
145
$76.7K 0.04%
+2,930
146
$74.2K 0.04%
+198
147
$74.1K 0.04%
+1,241
148
$74.1K 0.04%
+1,418
149
$74K 0.04%
+415
150
$73.8K 0.04%
+1,512
4 5
6
7 8