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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
101
$93K 0.05%
599
+50
102
$92.4K 0.05%
3,329
103
$91.8K 0.05%
377
104
$90.1K 0.05%
2,049
+1,788
105
$87K 0.05%
911
+45
106
$85.4K 0.05%
829
-88
107
$84.4K 0.05%
200
108
$83.7K 0.05%
242
-310
109
$82.2K 0.05%
587
110
$81.7K 0.05%
438
+14
111
$79.9K 0.05%
376
112
$79.4K 0.05%
834
113
$77.5K 0.04%
642
114
$76.9K 0.04%
1,257
+1,014
115
$74.8K 0.04%
200
116
$73.9K 0.04%
432
117
$73.7K 0.04%
1,674
118
$73.5K 0.04%
289
119
$72.6K 0.04%
875
-61
120
$72.4K 0.04%
1,413
-38
121
$71.1K 0.04%
968
122
$70.8K 0.04%
618
123
$70.1K 0.04%
1,655
124
$68.9K 0.04%
138
+112
125
$68.7K 0.04%
284
3 4
5
6 7