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
351
$4.87K ﹤0.01%
100
352
$4.81K ﹤0.01%
67
353
$4.74K ﹤0.01%
+148
354
$4.72K ﹤0.01%
+74
355
$4.72K ﹤0.01%
11
356
$4.68K ﹤0.01%
65
357
$4.66K ﹤0.01%
+42
358
$4.65K ﹤0.01%
78
-624
359
$4.64K ﹤0.01%
+179
360
$4.61K ﹤0.01%
+52
361
$4.53K ﹤0.01%
+81
362
$4.52K ﹤0.01%
+158
363
$4.49K ﹤0.01%
+46
364
$4.46K ﹤0.01%
+100
365
$4.42K ﹤0.01%
671
366
$4.35K ﹤0.01%
+57
367
$4.26K ﹤0.01%
+129
368
$4.24K ﹤0.01%
+130
369
$4.22K ﹤0.01%
40
370
$4.21K ﹤0.01%
+163
371
$4.16K ﹤0.01%
+76
372
$4.12K ﹤0.01%
+27
373
$4.11K ﹤0.01%
+20
374
$4.09K ﹤0.01%
+39
375
$4.06K ﹤0.01%
36
13 14
15
16 17