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
151
$16.5K 0.02%
+491
152
$16.3K 0.02%
+306
153
$15.9K 0.02%
+901
154
$15.3K 0.01%
+154
155
$14.9K 0.01%
+138
156
$14.8K 0.01%
+90
157
$14.7K 0.01%
+1,306
158
$13.7K 0.01%
+87
159
$13.6K 0.01%
+270
160
$12.8K 0.01%
+125
161
$12.7K 0.01%
+193
162
$12.3K 0.01%
+159
163
$12.2K 0.01%
+150
164
$12.1K 0.01%
+104
165
$11.9K 0.01%
+162
166
$11.8K 0.01%
+45
167
$11.8K 0.01%
+26
168
$11.8K 0.01%
+80
169
$11.7K 0.01%
+600
170
$11.4K 0.01%
+243
171
$11K 0.01%
+76
172
$10.9K 0.01%
+209
173
$10.9K 0.01%
+100
174
$10.8K 0.01%
+71
175
$10.7K 0.01%
+65
5 6
7
8 9