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
201
$38.6K 0.02%
+346
202
$38.4K 0.02%
+492
203
$38K 0.02%
+1,388
204
$38K 0.02%
+169
205
$37.5K 0.02%
+413
206
$37.1K 0.02%
+843
207
$37K 0.02%
+593
208
$36.8K 0.02%
+367
209
$36.6K 0.02%
+262
210
$35.7K 0.02%
+484
211
$35.2K 0.02%
+1,743
212
$34.1K 0.02%
+3,177
213
$34.1K 0.02%
+278
214
$33.2K 0.02%
+100
215
$32.7K 0.02%
+382
216
$31.9K 0.02%
+529
217
$31.2K 0.02%
+1,376
218
$31K 0.02%
+1,176
219
$30.8K 0.02%
+339
220
$30.7K 0.02%
+358
221
$30.7K 0.02%
+452
222
$30.6K 0.02%
+283
223
$30.1K 0.02%
+130
224
$30.1K 0.02%
+1,000
225
$29.9K 0.02%
+348
7 8
9
10 11