VWWMG
Vermillion & White Wealth Management Group Portfolio holdings
AUM
$184M
1-Year Est. Return
15.52%
This Fund
S&P 500
1 Year Est. Return
+15.52%
AUM
$184M
AUM Growth
+$8.19M
(+4.7%)
Holding
645
Top Buys
| 1 | +$1.27M | |
| 2 | +$690K | |
| 3 | +$690K | |
| 4 |
Dimensional Core Fixed Income ETF
DFCF
|
+$587K |
| 5 |
GQQQ
Astoria US Quality Growth Kings ETF
GQQQ
|
+$469K |
Top Sells
| 1 | +$606K | |
| 2 | +$602K | |
| 3 | +$374K | |
| 4 |
Comcast
CMCSA
|
+$257K |
| 5 |
SoFi Technologies
SOFI
|
+$111K |
Sector Composition
| 1 | Technology | 3.3% |
| 2 | Consumer Staples | 1.04% |
| 3 | Industrials | 0.81% |
| 4 | Financials | 0.78% |
| 5 | Consumer Discretionary | 0.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
626
Varonis Systems
VRNS
$2.86B
| – | – |
-88
|
|
||
627
Whirlpool
WHR
$3.79B
| – | – |
-20
|
|
||
628
Global X S&P 500 Covered Call ETF
XYLD
$3.13B
| – | – |
-100
|
|
||
629
Traws Pharma
TRAW
$12.8M
| – | – |
-96
|
|