VWWMG

Vermillion & White Wealth Management Group Portfolio holdings

AUM $138M
AUM
$138M
AUM Growth
+$2.41M
Cap. Flow
+$5.58M
Cap. Flow %
4.04%
Top 10 Hldgs %
69.71%
Holding
568
New
181
Increased
78
Reduced
82
Closed
38

Top Buys

1
$10.2M
2
$9.34M
3
$8.4M
4
$5.42M
5
$4.64M

Top Sells

1
$6.65M
2
$6.56M
3
$6.01M
4
$4.92M
5
$4.87M

Sector Composition

1Technology2.64%
2Industrials1.36%
3Consumer Staples1.34%
4Financials0.98%
5Healthcare0.69%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$4.01K0%48 New
+$4.01K
$3.92K0%31 New
+$3.92K
$3.91K0%47 New
+$3.91K
$3.89K0%126 New
+$3.89K
$3.87K0%60 New
+$3.87K
$3.87K0%82 New
+$3.87K
$3.81K0%22 New
+$3.81K
$3.79K0%53 New
+$3.79K
$3.78K0%500 ––
$3.76K0%73 New
+$3.76K
$3.73K0%67 New
+$3.73K
$3.73K0%418 New
+$3.73K
$3.72K0%126 New
+$3.72K
$3.72K0%62 New
+$3.72K
$3.72K0%92 New
+$3.72K
$3.63K0%150
-1,876
-93%
-$45.4K
$3.61K0%16 New
+$3.61K
$3.6K0%43 New
+$3.6K
$3.56K0%18 New
+$3.56K
$3.55K0%43 New
+$3.55K
$3.54K0%47 New
+$3.54K
$3.54K0%92 ––
$3.52K0%211 New
+$3.52K
$3.45K0%50 New
+$3.45K
$3.4K0%111 New
+$3.4K
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