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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
$138M
AUM Growth
+$2.41M
(+1.8%)
Holding
568
Top Buys
| 1 | +$11.1M | |
| 2 | +$9.82M | |
| 3 | +$8.32M | |
| 4 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$5.44M |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$4.59M |
Top Sells
| 1 | +$6.89M | |
| 2 | +$6.59M | |
| 3 | +$5.92M | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$5.12M |
| 5 |
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
|
+$4.88M |
Sector Composition
| 1 | Technology | 2.64% |
| 2 | Industrials | 1.36% |
| 3 | Consumer Staples | 1.34% |
| 4 | Financials | 0.98% |
| 5 | Healthcare | 0.7% |