VWM
Vermillion Wealth Management Portfolio holdings
AUM
$209M
This Quarter Return
+6.99%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$209M
AUM Growth
-$131M
(-39%)
Cap. Flow
-$142M
Cap. Flow
% of AUM
-67.72%
Top 10 Holdings %
Top 10 Hldgs %
65.56%
Holding
1,373
New
32
Increased
163
Reduced
97
Closed
830
Top Buys
| 1 |
Dimensional US Equity ETF
DFUS
|
+$3.84M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$3.31M |
| 3 |
Dimensional US Small Cap ETF
DFAS
|
+$1.95M |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$1.33M |
| 5 |
Dimensional Core Fixed Income ETF
DFCF
|
+$787K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$2.81M |
| 2 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$2.37M |
| 3 |
Eli Lilly
LLY
|
+$1.94M |
| 4 |
Vanguard Total Bond Market
BND
|
+$1.56M |
| 5 |
FLG
Flagstar Financial, Inc.
FLG
|
+$477K |
Sector Composition
| 1 | Financials | 3.66% |
| 2 | Technology | 2.96% |
| 3 | Healthcare | 1.83% |
| 4 | Industrials | 1.52% |
| 5 | Consumer Staples | 1.37% |
