VWWMG

Vermillion & White Wealth Management Group Portfolio holdings

AUM $138M
This Quarter Return
-1.31%
1 Year Return
+3.23%
3 Year Return
5 Year Return
10 Year Return
AUM
$138M
AUM Growth
+$2.41M
Cap. Flow
+$3.51M
Cap. Flow %
2.54%
Top 10 Hldgs %
69.71%
Holding
568
New
181
Increased
78
Reduced
82
Closed
38
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$4.87K﹤0.01% 100
$4.81K﹤0.01% 67
$4.74K﹤0.01%
+148
New
+$4.74K
$4.72K﹤0.01%
+74
New
+$4.72K
$4.72K﹤0.01% 11
$4.68K﹤0.01% 65
$4.66K﹤0.01%
+42
New
+$4.66K
$4.65K﹤0.01% 78
-624
-89%
-$37.2K
$4.64K﹤0.01%
+179
New
+$4.64K
$4.61K﹤0.01%
+52
New
+$4.61K
$4.53K﹤0.01%
+81
New
+$4.53K
$4.52K﹤0.01%
+158
New
+$4.52K
$4.49K﹤0.01%
+46
New
+$4.49K
$4.46K﹤0.01%
+100
New
+$4.46K
$4.42K﹤0.01% 671
$4.35K﹤0.01%
+57
New
+$4.35K
$4.26K﹤0.01%
+129
New
+$4.26K
$4.24K﹤0.01%
+130
New
+$4.24K
$4.22K﹤0.01% 40
$4.22K﹤0.01%
+163
New
+$4.22K
$4.16K﹤0.01%
+76
New
+$4.16K
$4.12K﹤0.01%
+27
New
+$4.12K
$4.11K﹤0.01%
+20
New
+$4.11K
$4.09K﹤0.01%
+39
New
+$4.09K
$4.06K﹤0.01% 36