VWWMG

Vermillion & White Wealth Management Group Portfolio holdings

AUM $154M
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.1M
3
+$7.45M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.4M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$5.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.8%
2 Industrials 1.8%
3 Healthcare 1.1%
4 Consumer Staples 1.07%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.6K ﹤0.01%
+26
252
$1.58K ﹤0.01%
+19
253
$1.58K ﹤0.01%
+50
254
$1.52K ﹤0.01%
+250
255
$1.5K ﹤0.01%
+25
256
$1.46K ﹤0.01%
+128
257
$1.4K ﹤0.01%
+21
258
$1.35K ﹤0.01%
+14
259
$1.31K ﹤0.01%
+101
260
$1.25K ﹤0.01%
+11
261
$1.24K ﹤0.01%
+5
262
$1.23K ﹤0.01%
+140
263
$1.21K ﹤0.01%
+20
264
$1.21K ﹤0.01%
+900
265
$1.18K ﹤0.01%
+23
266
$1.12K ﹤0.01%
+30
267
$1.09K ﹤0.01%
+20
268
$976 ﹤0.01%
+41
269
$972 ﹤0.01%
+12
270
$944 ﹤0.01%
+26
271
$838 ﹤0.01%
+16
272
$832 ﹤0.01%
+87
273
$791 ﹤0.01%
+16
274
$740 ﹤0.01%
+500
275
$734 ﹤0.01%
+10
8 9 10
11
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