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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
$176M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
626
New
Increased
Reduced
Closed

Top Buys

1
+$5.82M
2
+$3.77M
3
+$3.31M
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$2.39M
5
AGGA
EA Series Trust EA Astoria Dynamic Core US Fixed Income ETF
AGGA
+$2.18M

Top Sells

1
+$3.27M
2
+$3M
3
+$2.87M
4
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$2.73M
5
NVEE
NV5 Global
NVEE
+$115K

Sector Composition

1 Technology 3.3%
2 Consumer Staples 1.25%
3 Financials 1.03%
4 Industrials 0.77%
5 Healthcare 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$639K 0.36%
32,693
+323
27
$632K 0.36%
3,250
-25
28
$607K 0.35%
28,157
29
$606K 0.34%
29,287
+311
30
$602K 0.34%
24,547
+151
31
$602K 0.34%
8,871
-1
32
$548K 0.31%
3,380
+39
33
$542K 0.31%
23,435
-547
34
$470K 0.27%
21,269
35
$467K 0.27%
20,537
36
$467K 0.27%
1,544
37
$443K 0.25%
1,351
+27
38
$415K 0.24%
1,261
+15
39
$402K 0.23%
9,389
+468
40
$399K 0.23%
8,049
41
$393K 0.22%
2,107
+75
42
$374K 0.21%
1,324
43
$342K 0.19%
7,330
44
$335K 0.19%
10,659
45
$331K 0.19%
6,658
46
$326K 0.19%
533
+1
47
$322K 0.18%
2,211
48
$307K 0.17%
1,090
+50
49
$303K 0.17%
8,718
+598
50
$298K 0.17%
2,671
-3
1
2
3 4 5