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
201
$5.34K 0.01%
+74
202
$5.15K 0.01%
+32
203
$5.05K ﹤0.01%
+24
204
$5K ﹤0.01%
+19
205
$4.96K ﹤0.01%
+25
206
$4.96K ﹤0.01%
+25
207
$4.9K ﹤0.01%
+17
208
$4.88K ﹤0.01%
+153
209
$4.84K ﹤0.01%
+11
210
$4.74K ﹤0.01%
+16
211
$4.69K ﹤0.01%
+11
212
$4.61K ﹤0.01%
+63
213
$4.6K ﹤0.01%
+13
214
$4.55K ﹤0.01%
+168
215
$4.53K ﹤0.01%
+78
216
$4.49K ﹤0.01%
+15
217
$4.47K ﹤0.01%
+30
218
$4.38K ﹤0.01%
+9
219
$4.03K ﹤0.01%
+33
220
$4.02K ﹤0.01%
+100
221
$3.92K ﹤0.01%
+31
222
$3.86K ﹤0.01%
+671
223
$3.83K ﹤0.01%
+205
224
$3.56K ﹤0.01%
+25
225
$3.51K ﹤0.01%
+39
7 8
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