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

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
$4.01K﹤0.01%
+48
 New
+$4.01K
$3.92K﹤0.01%
+31
 New
+$3.92K
$3.91K﹤0.01%
+47
 New
+$3.91K
$3.89K﹤0.01%
+126
 New
+$3.89K
$3.87K﹤0.01%
+60
 New
+$3.87K
$3.87K﹤0.01%
+82
 New
+$3.87K
$3.81K﹤0.01%
+22
 New
+$3.81K
$3.79K﹤0.01%
+53
 New
+$3.79K
$3.78K﹤0.01% 500––
$3.76K﹤0.01%
+73
 New
+$3.76K
$3.73K﹤0.01%
+67
 New
+$3.73K
$3.73K﹤0.01%
+418
 New
+$3.73K
$3.72K﹤0.01%
+126
 New
+$3.72K
$3.72K﹤0.01%
+62
 New
+$3.72K
$3.72K﹤0.01%
+92
 New
+$3.72K
$3.63K﹤0.01% 150
-1,876
-93%
-$45.4K
$3.61K﹤0.01%
+16
 New
+$3.61K
$3.6K﹤0.01%
+43
 New
+$3.6K
$3.56K﹤0.01%
+18
 New
+$3.56K
$3.55K﹤0.01%
+43
 New
+$3.55K
$3.54K﹤0.01%
+47
 New
+$3.54K
$3.54K﹤0.01% 92––
$3.52K﹤0.01%
+211
 New
+$3.52K
$3.45K﹤0.01%
+50
 New
+$3.45K
$3.4K﹤0.01%
+111
 New
+$3.4K
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