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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
1 Year Est. Return
+15.31%
AUM
$135M
AUM Growth
+$2.37M
(+1.8%)
Holding
394
Top Buys
| 1 | +$3.11M | |
| 2 | +$2.33M | |
| 3 | +$1.13M | |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$966K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$786K |
Top Sells
| 1 | +$3.15M | |
| 2 | +$2.25M | |
| 3 | +$1.81M | |
| 4 |
AXS Astoria Inflation Sensitive ETF
PPI
|
+$1.25M |
| 5 |
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
|
+$706K |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Industrials | 1.22% |
| 3 | Consumer Staples | 0.99% |
| 4 | Consumer Discretionary | 0.73% |
| 5 | Financials | 0.7% |