VWWMG

Vermillion & White Wealth Management Group Portfolio holdings

AUM $154M
1-Year Est. Return 10.78%
This Quarter Est. Return
1 Year Est. Return
+10.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.1M
3
+$7.45M
4
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$6.4M
5
SPTI icon
SPDR Portfolio Intermediate Term Treasury ETF
SPTI
+$5.86M

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.8%
2 Industrials 1.8%
3 Healthcare 1.1%
4 Consumer Staples 1.07%
5 Consumer Discretionary 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$67.6K 0.07%
+480
77
$63.7K 0.06%
+926
78
$62.6K 0.06%
+685
79
$62.2K 0.06%
+424
80
$58.3K 0.06%
+1,322
81
$58.1K 0.06%
+644
82
$56.6K 0.05%
+432
83
$56.4K 0.05%
+1,917
84
$56.3K 0.05%
+242
85
$56K 0.05%
+284
86
$55.3K 0.05%
+789
87
$55K 0.05%
+1,187
88
$52.3K 0.05%
+1,632
89
$51.1K 0.05%
+408
90
$50.1K 0.05%
+635
91
$49.9K 0.05%
+141
92
$49.6K 0.05%
+332
93
$49.3K 0.05%
+260
94
$48.8K 0.05%
+924
95
$48.6K 0.05%
+1,109
96
$47.3K 0.05%
+927
97
$47.3K 0.05%
+3,880
98
$46K 0.04%
+609
99
$44.8K 0.04%
+262
100
$44.3K 0.04%
+283
2 3
4
5 6