VWWMG

Vermillion & White Wealth Management Group Portfolio holdings

AUM $176M
1-Year Est. Return 11.4%
This Quarter Est. Return
1 Year Est. Return
+11.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$2.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.34M
3
+$8.4M
4
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$5.42M
5
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$4.64M

Top Sells

1
+$6.65M
2
+$6.56M
3
+$6.01M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.92M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$4.87M

Sector Composition

1 Technology 2.64%
2 Industrials 1.36%
3 Consumer Staples 1.34%
4 Financials 0.98%
5 Healthcare 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.3K 0.01%
200
227
$15.3K 0.01%
1,900
-1,600
228
$15.3K 0.01%
300
-58
229
$15.3K 0.01%
+132
230
$15.1K 0.01%
565
-1,764
231
$15.1K 0.01%
+61
232
$15K 0.01%
430
233
$15K 0.01%
1,337
234
$14.9K 0.01%
+136
235
$14.8K 0.01%
128
236
$14.7K 0.01%
+42
237
$14.5K 0.01%
+387
238
$14.4K 0.01%
209
239
$14.2K 0.01%
232
-1,738
240
$14.2K 0.01%
136
-3
241
$14.2K 0.01%
+43
242
$14.1K 0.01%
193
243
$14.1K 0.01%
200
244
$13.8K 0.01%
+470
245
$13.8K 0.01%
+33
246
$13.8K 0.01%
45
247
$13.8K 0.01%
+59
248
$13.6K 0.01%
243
249
$13.6K 0.01%
200
250
$13.6K 0.01%
+46
8 9
10
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