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
201
$15.1K 0.01%
76
202
$14.8K 0.01%
193
+184
203
$14.7K 0.01%
138
204
$14.3K 0.01%
374
205
$14.2K 0.01%
126
+1
206
$13.9K 0.01%
193
207
$13.8K 0.01%
1,306
208
$13.4K 0.01%
45
209
$13.2K 0.01%
150
210
$13.1K 0.01%
51
211
$13.1K 0.01%
200
-100
212
$13.1K 0.01%
158
213
$12.9K 0.01%
160
214
$12.8K 0.01%
160
215
$12.6K 0.01%
79
-20
216
$12.4K 0.01%
90
217
$12.3K 0.01%
106
+1
218
$12.1K 0.01%
26
219
$11.9K 0.01%
243
220
$11.6K 0.01%
182
+1
221
$11.4K 0.01%
117
222
$11.3K 0.01%
65
223
$11.1K 0.01%
209
224
$10.8K 0.01%
191
225
$10.2K 0.01%
600