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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
$176M
AUM Growth
+$21.9M
(+14%)
Holding
626
Top Buys
| 1 | +$5.82M | |
| 2 | +$3.77M | |
| 3 | +$3.31M | |
| 4 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
+$2.39M |
| 5 |
AGGA
EA Series Trust EA Astoria Dynamic Core US Fixed Income ETF
AGGA
|
+$2.18M |
Top Sells
| 1 | +$3.27M | |
| 2 | +$3M | |
| 3 | +$2.87M | |
| 4 |
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
|
+$2.73M |
| 5 |
NVEE
NV5 Global
NVEE
|
+$115K |
Sector Composition
| 1 | Technology | 3.3% |
| 2 | Consumer Staples | 1.25% |
| 3 | Financials | 1.03% |
| 4 | Industrials | 0.77% |
| 5 | Healthcare | 0.75% |