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
176
$10.3K 0.01%
+158
177
$10.1K 0.01%
+181
178
$9.82K 0.01%
+125
179
$9.53K 0.01%
+38
180
$9.39K 0.01%
+65
181
$9.1K 0.01%
+90
182
$8.29K 0.01%
+134
183
$7.96K 0.01%
+40
184
$7.61K 0.01%
+159
185
$7.53K 0.01%
+187
186
$7.48K 0.01%
+691
187
$7.21K 0.01%
+193
188
$7.17K 0.01%
+387
189
$6.88K 0.01%
+90
190
$6.62K 0.01%
+85
191
$6.23K 0.01%
+100
192
$6.12K 0.01%
+100
193
$5.99K 0.01%
+22
194
$5.93K 0.01%
+40
195
$5.83K 0.01%
+10
196
$5.71K 0.01%
+22
197
$5.67K 0.01%
+70
198
$5.66K 0.01%
+11
199
$5.56K 0.01%
+34
200
$5.45K 0.01%
+37
6 7
8
9 10