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
151
$73.5K 0.04%
+1,838
152
$73.2K 0.04%
+2,806
153
$70.4K 0.04%
+300
154
$70K 0.04%
+530
155
$69.4K 0.04%
+680
156
$68.2K 0.03%
+504
157
$66.7K 0.03%
+230
158
$65.8K 0.03%
+545
159
$65.2K 0.03%
+706
160
$65.1K 0.03%
+630
161
$63.7K 0.03%
+2,400
162
$61K 0.03%
+617
163
$60.2K 0.03%
+176
164
$59.4K 0.03%
+431
165
$58.5K 0.03%
+222
166
$57.9K 0.03%
+65
167
$57.9K 0.03%
+856
168
$56.9K 0.03%
+647
169
$56.1K 0.03%
+991
170
$55.5K 0.03%
+705
171
$55.3K 0.03%
+300
172
$55.3K 0.03%
+1,489
173
$54.8K 0.03%
+2,061
174
$54.7K 0.03%
+1,009
175
$54.6K 0.03%
+472
5 6
7
8 9