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
126
$28.4K 0.03%
+130
127
$27K 0.03%
+248
128
$26.8K 0.03%
+1,951
129
$26.5K 0.03%
+170
130
$26.2K 0.03%
+708
131
$26.1K 0.03%
+1,374
132
$26.1K 0.03%
+100
133
$24.8K 0.02%
+512
134
$24.5K 0.02%
+236
135
$22.6K 0.02%
+438
136
$21.6K 0.02%
+693
137
$20.8K 0.02%
+405
138
$19.9K 0.02%
+327
139
$18.6K 0.02%
+140
140
$18.4K 0.02%
+498
141
$18.3K 0.02%
+236
142
$18.3K 0.02%
+1,088
143
$18K 0.02%
+164
144
$17.9K 0.02%
+30
145
$17.8K 0.02%
+93
146
$17.2K 0.02%
+688
147
$17K 0.02%
+100
148
$16.9K 0.02%
+335
149
$16.9K 0.02%
+333
150
$16.8K 0.02%
+200
4 5
6
7 8