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
$133M
AUM Growth
+$7.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Sells

1 +$4.43M
2 +$1.22M
3 +$550K
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$117K
5
JNJ icon
Johnson & Johnson
JNJ
+$58.6K

Sector Composition

1 Technology 2.66%
2 Industrials 1.59%
3 Consumer Staples 0.94%
4 Healthcare 0.86%
5 Consumer Discretionary 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$36.7K 0.03%
693
+2
152
$36.5K 0.03%
750
153
$35.4K 0.03%
690
154
$35K 0.03%
695
155
$33.8K 0.03%
236
156
$32.6K 0.02%
790
+9
157
$32.5K 0.02%
130
158
$31.4K 0.02%
598
+148
159
$30.9K 0.02%
1,132
160
$30.7K 0.02%
248
161
$30.2K 0.02%
165
162
$29.9K 0.02%
510
163
$29.8K 0.02%
174
+2
164
$29.6K 0.02%
128
165
$29.3K 0.02%
708
166
$29.2K 0.02%
300
167
$27.6K 0.02%
+568
168
$26.6K 0.02%
455
169
$26K 0.02%
+621
170
$25.1K 0.02%
938
+390
171
$24.6K 0.02%
333
172
$23.9K 0.02%
997
173
$23.6K 0.02%
333
+3
174
$22.6K 0.02%
438
175
$22K 0.02%
121