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
276
$9.54K 0.01%
15,778
277
$9.41K 0.01%
345
-72,434
278
$9.4K 0.01%
+107
279
$9.28K 0.01%
+164
280
$9.23K 0.01%
+44
281
$9.2K 0.01%
121
-5
282
$8.85K 0.01%
+65
283
$8.79K 0.01%
+33
284
$8.76K 0.01%
+172
285
$8.61K 0.01%
+66
286
$8.58K 0.01%
150
287
$8.51K 0.01%
134
288
$8.49K 0.01%
173
-47,160
289
$8.47K 0.01%
+104
290
$8.43K 0.01%
+23
291
$8.39K 0.01%
90
292
$8.25K 0.01%
+175
293
$8.21K 0.01%
47
-12,122
294
$8.2K 0.01%
90
295
$8.16K 0.01%
241
296
$8.12K 0.01%
85
297
$8.05K 0.01%
130
-31,561
298
$7.84K 0.01%
70
299
$7.84K 0.01%
251
300
$7.81K 0.01%
99
-137
10 11
12
13 14