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VWWMG
Vermillion & White Wealth Management Group Portfolio holdings
AUM
$174M
1-Year Est. Return
15.31%
This Fund
S&P 500
1 Year Est. Return
+15.31%
AUM
$133M
AUM Growth
+$7.61M
(+6.1%)
Holding
378
Top Buys
| 1 | +$5.33M | |
| 2 | +$3M | |
| 3 | +$1.26M | |
| 4 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$1.2M |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$934K |
Top Sells
| 1 | +$4.29M | |
| 2 | +$1.18M | |
| 3 | +$557K | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$116K |
| 5 |
Johnson & Johnson
JNJ
|
+$59.6K |
Sector Composition
| 1 | Technology | 2.66% |
| 2 | Industrials | 1.59% |
| 3 | Consumer Staples | 0.94% |
| 4 | Healthcare | 0.86% |
| 5 | Consumer Discretionary | 0.71% |