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
251
$13.4K 0.01%
+76
252
$13.3K 0.01%
+145
253
$13.1K 0.01%
160
254
$13.1K 0.01%
316
255
$12.8K 0.01%
460
-2,137
256
$12.7K 0.01%
+1,025
257
$12.7K 0.01%
+89
258
$12.3K 0.01%
+78
259
$12.2K 0.01%
65
260
$12K 0.01%
115
+114
261
$12K 0.01%
191
262
$11.7K 0.01%
+24
263
$11.6K 0.01%
26
264
$11K 0.01%
+42
265
$11K 0.01%
+347
266
$11K 0.01%
+49
267
$10.7K 0.01%
+141
268
$10.7K 0.01%
+29
269
$10.2K 0.01%
87
270
$10.1K 0.01%
38
271
$10K 0.01%
159
272
$9.92K 0.01%
+40
273
$9.7K 0.01%
77
274
$9.67K 0.01%
+30
275
$9.67K 0.01%
495
+195
9 10
11
12 13