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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
151
$47.7K 0.03%
795
152
$47.5K 0.03%
708
+99
153
$46.8K 0.03%
1,414
154
$46.8K 0.03%
137
+45
155
$46.4K 0.03%
140
+11
156
$46K 0.03%
1,059
157
$45.6K 0.03%
+1,905
158
$45.3K 0.03%
635
+44
159
$44.1K 0.03%
3,925
-414
160
$43.9K 0.03%
32,500
+26,000
161
$43.1K 0.02%
138
+33
162
$42.8K 0.02%
828
+162
163
$42.5K 0.02%
860
+16
164
$42.2K 0.02%
213
165
$42K 0.02%
971
166
$41.2K 0.02%
+308
167
$40.5K 0.02%
288
+1
168
$40.5K 0.02%
1,195
+1
169
$40.5K 0.02%
549
170
$40.3K 0.02%
1,478
-1,540
171
$40K 0.02%
130
172
$39.9K 0.02%
284
+50
173
$38.8K 0.02%
933
174
$38.4K 0.02%
564
+8
175
$37.8K 0.02%
144
5 6
7
8 9