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
$413M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$913K
5
CVNA icon
Carvana
CVNA
+$887K

Top Sells

1
+$994K
2
+$835K
3
+$586K
4
JHG icon
Janus Henderson
JHG
+$493K
5
CL icon
Colgate-Palmolive
CL
+$465K

Sector Composition

1 Technology 13.4%
2 Healthcare 9.22%
3 Financials 8.05%
4 Consumer Discretionary 7.05%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$291K 0.07%
2,313
-136
252
$290K 0.07%
10,480
+1,118
253
$285K 0.07%
3,069
-1,508
254
$284K 0.07%
10,134
-1,068
255
$284K 0.07%
4,455
-630
256
$281K 0.07%
8,186
+164
257
$280K 0.07%
4,748
-918
258
$280K 0.07%
+36,430
259
$280K 0.07%
6,330
-1,115
260
$280K 0.07%
7,801
-2,441
261
$279K 0.07%
6,976
-3
262
$279K 0.07%
1,419
-399
263
$277K 0.07%
29,285
-1,597
264
$274K 0.07%
3,061
+436
265
$272K 0.07%
24,012
-7,813
266
$271K 0.07%
+2,616
267
$270K 0.07%
4,282
+248
268
$266K 0.06%
720
+88
269
$265K 0.06%
+4,386
270
$265K 0.06%
+4,078
271
$265K 0.06%
4,723
+647
272
$265K 0.06%
31,603
+5,392
273
$264K 0.06%
1,059
-402
274
$259K 0.06%
2,648
+345
275
$258K 0.06%
32,845
+1,449
9 10
11
12 13