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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
76
$143K 0.08%
587
+263
77
$141K 0.08%
398
-34
78
$139K 0.08%
1,331
79
$138K 0.08%
1,640
80
$137K 0.08%
738
+362
81
$134K 0.08%
3,661
82
$123K 0.07%
1,276
83
$123K 0.07%
3,550
-43
84
$118K 0.07%
161
+20
85
$115K 0.07%
1,018
+868
86
$113K 0.06%
3,297
+11
87
$112K 0.06%
23,465
88
$112K 0.06%
1,181
+52
89
$112K 0.06%
1,505
90
$111K 0.06%
2,200
+200
91
$111K 0.06%
+2,575
92
$108K 0.06%
860
93
$107K 0.06%
1,040
94
$105K 0.06%
934
+75
95
$103K 0.06%
3,878
-74
96
$102K 0.06%
1,885
97
$102K 0.06%
655
+400
98
$101K 0.06%
2,405
-26
99
$99.9K 0.06%
432
+252
100
$98K 0.06%
1,000
2 3
4
5 6