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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
This Quarter Est. Return
1 Year Est. Return
+15.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$519K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.46%
2 Industrials 1.17%
3 Consumer Staples 1%
4 Financials 0.76%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-137
377
-11
378
-21
379
-70
380
-102
381
-52,101
382
-38,981
383
-5
384
-3
385
-189
386
-21
387
-21
388
-258
389
-23
390
-5
391
-12
392
-7
393
-815