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
376
$4.01K ﹤0.01%
+48
377
$3.92K ﹤0.01%
+31
378
$3.91K ﹤0.01%
+47
379
$3.89K ﹤0.01%
+126
380
$3.87K ﹤0.01%
+60
381
$3.87K ﹤0.01%
+82
382
$3.81K ﹤0.01%
+22
383
$3.79K ﹤0.01%
+53
384
$3.77K ﹤0.01%
500
385
$3.76K ﹤0.01%
+73
386
$3.73K ﹤0.01%
+67
387
$3.73K ﹤0.01%
+418
388
$3.72K ﹤0.01%
+126
389
$3.72K ﹤0.01%
+62
390
$3.72K ﹤0.01%
+92
391
$3.63K ﹤0.01%
150
-1,876
392
$3.6K ﹤0.01%
+16
393
$3.6K ﹤0.01%
+43
394
$3.56K ﹤0.01%
+18
395
$3.55K ﹤0.01%
+43
396
$3.54K ﹤0.01%
+47
397
$3.54K ﹤0.01%
92
398
$3.52K ﹤0.01%
+211
399
$3.45K ﹤0.01%
+50
400
$3.4K ﹤0.01%
+111
14 15
16
17 18