We are live on ! Find out more
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
51
$276K 0.16%
+1,842
52
$272K 0.15%
3,113
53
$271K 0.15%
1,262
+160
54
$271K 0.15%
2,450
55
$270K 0.15%
606
+22
56
$257K 0.15%
4,852
-942
57
$245K 0.14%
1,776
-15
58
$233K 0.13%
2,259
59
$229K 0.13%
2,404
-34,859
60
$218K 0.12%
8,547
+806
61
$198K 0.11%
3,961
62
$191K 0.11%
4,251
63
$190K 0.11%
7,197
+197
64
$180K 0.1%
4,096
+3
65
$174K 0.1%
1,531
66
$174K 0.1%
2,635
67
$174K 0.1%
1,528
68
$166K 0.09%
4,201
+236
69
$164K 0.09%
1,640
+16
70
$162K 0.09%
2,437
+1,264
71
$161K 0.09%
3,088
+87
72
$161K 0.09%
3,209
+98
73
$152K 0.09%
2,999
74
$148K 0.08%
5,488
-103,505
75
$147K 0.08%
467
+233
1 2
3
4 5