VWM
Vermillion Wealth Management Portfolio holdings
AUM
$251M
1-Year Est. Return
12.38%
This Fund
S&P 500
1 Year Est. Return
+12.38%
AUM
$251M
AUM Growth
+$7.22M
(+3%)
Holding
1,580
Top Buys
| 1 | +$3.42M | |
| 2 | +$1.67M | |
| 3 | +$1.46M | |
| 4 |
Vanguard Real Estate ETF
VNQ
|
+$621K |
| 5 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$513K |
Top Sells
| 1 | +$1.36M | |
| 2 | +$1.19M | |
| 3 | +$366K | |
| 4 |
Vanguard Total International Bond ETF
BNDX
|
+$313K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$296K |
Sector Composition
| 1 | Financials | 4.23% |
| 2 | Technology | 3.42% |
| 3 | Industrials | 2.21% |
| 4 | Healthcare | 2.06% |
| 5 | Consumer Staples | 1.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1576
Photronics
PLAB
$2.85B
| – | – |
-100
|
|
||
1577
Sezzle
SEZL
$2.73B
| – | – |
-62
|
|
||
1578
Turning Point Brands
TPB
$1.57B
| – | – |
-1
|
|
||
1579
Zevra Therapeutics
ZVRA
$626M
| – | – |
-1,500
|
|
||
|
RZLV
1580
Rezolve AI
RZLV
$1.08B
| – | – |
-57
|
|