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
176
$54.5K 0.03%
+352
177
$53.6K 0.03%
+185
178
$52.6K 0.03%
+476
179
$52.5K 0.03%
+265
180
$49.7K 0.03%
+1,792
181
$48.5K 0.02%
+2,485
182
$48.1K 0.02%
+838
183
$47.2K 0.02%
+740
184
$46.4K 0.02%
+1,000
185
$45.9K 0.02%
+300
186
$45.8K 0.02%
+2,336
187
$45.3K 0.02%
+836
188
$45.2K 0.02%
+465
189
$44.7K 0.02%
+398
190
$44.5K 0.02%
+710
191
$43.9K 0.02%
+742
192
$43.2K 0.02%
+894
193
$43.2K 0.02%
+858
194
$43.1K 0.02%
+692
195
$41.9K 0.02%
+100
196
$40.8K 0.02%
+366
197
$40.4K 0.02%
+362
198
$40.1K 0.02%
+2,784
199
$39.3K 0.02%
+1,061
200
$39K 0.02%
+1,435
6 7
8
9 10