VT

Vise Technologies Portfolio holdings

AUM $2.42B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$1.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.47M

Top Sells

1
+$578K
2
+$458K
3
+$438K
4
INTC icon
Intel
INTC
+$402K
5
IART icon
Integra LifeSciences
IART
+$398K

Sector Composition

1 Technology 12.49%
2 Healthcare 9.37%
3 Financials 8.28%
4 Consumer Discretionary 6.79%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$293K 0.08%
7,462
-1,103
252
$293K 0.08%
2,655
+16
253
$291K 0.08%
11,202
-5,481
254
$289K 0.08%
1,293
-47
255
$288K 0.08%
5,085
-4,095
256
$286K 0.08%
6,979
-1,201
257
$280K 0.07%
+3,101
258
$280K 0.07%
+15,110
259
$279K 0.07%
52,984
+10,237
260
$278K 0.07%
38,221
+4,856
261
$278K 0.07%
+782
262
$278K 0.07%
9,920
-132
263
$275K 0.07%
+690
264
$275K 0.07%
+3,524
265
$274K 0.07%
11,638
-901
266
$274K 0.07%
8,022
+198
267
$274K 0.07%
5,622
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268
$272K 0.07%
+15,518
269
$270K 0.07%
+2,874
270
$270K 0.07%
+3,249
271
$269K 0.07%
+6,350
272
$267K 0.07%
1,909
+50
273
$261K 0.07%
1,957
+196
274
$260K 0.07%
1,117
-215
275
$256K 0.07%
+2,617
9 10
11
12 13