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
$136M
AUM Growth
+$519K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
409
New
Increased
Reduced
Closed

Top Buys

1 +$5.51M
2 +$4.66M
3 +$2.98M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.95M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$1.74M

Sector Composition

1 Technology 2.46%
2 Industrials 1.17%
3 Consumer Staples 1%
4 Financials 0.76%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$17.1K 0.01%
51
202
$16K 0.01%
139
+1
203
$15.4K 0.01%
1,337
204
$15.4K 0.01%
342
+2
205
$15K 0.01%
128
+2
206
$14.9K 0.01%
200
207
$14.9K 0.01%
107
+1
208
$14.7K 0.01%
19
209
$14.6K 0.01%
158
210
$14.5K 0.01%
45
211
$13.9K 0.01%
+1,203
212
$13.8K 0.01%
150
213
$13.7K 0.01%
200
214
$13.2K 0.01%
79
215
$13.1K 0.01%
243
216
$12.9K 0.01%
209
217
$12.8K 0.01%
160
218
$12.6K 0.01%
26
219
$12.2K 0.01%
+15,778
220
$12.1K 0.01%
191
221
$12.1K 0.01%
+193
222
$12K 0.01%
65
223
$11.9K 0.01%
200
224
$11.7K 0.01%
76
225
$11.3K 0.01%
117