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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
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.77M
3
+$3.31M
4
DFAE icon
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
SPTL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$8.61K ﹤0.01%
+105
327
$8.54K ﹤0.01%
+69
328
$8.51K ﹤0.01%
150
-103
329
$8.47K ﹤0.01%
293
330
$8.26K ﹤0.01%
74
331
$8.25K ﹤0.01%
10
-20
332
$8.15K ﹤0.01%
91
333
$8.06K ﹤0.01%
26
334
$8.05K ﹤0.01%
25
+3
335
$8.04K ﹤0.01%
99
336
$7.93K ﹤0.01%
96
337
$7.92K ﹤0.01%
+150
338
$7.83K ﹤0.01%
+55
339
$7.73K ﹤0.01%
22
340
$7.71K ﹤0.01%
40
341
$7.67K ﹤0.01%
+160
342
$7.64K ﹤0.01%
+158
343
$7.63K ﹤0.01%
+25
344
$7.57K ﹤0.01%
+119
345
$7.54K ﹤0.01%
+100
346
$7.49K ﹤0.01%
+25
347
$7.46K ﹤0.01%
+18
348
$7.3K ﹤0.01%
+67
349
$7.3K ﹤0.01%
+16
350
$7.24K ﹤0.01%
75
-35
12 13
14
15 16