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
$1.2B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15.9M
3
+$13.8M
4
AMZN icon
Amazon
AMZN
+$9.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.44M

Top Sells

1
+$1.17M
2
+$885K
3
+$764K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$585K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$523K

Sector Composition

1 Technology 21.88%
2 Financials 12.13%
3 Consumer Discretionary 8.64%
4 Healthcare 6.72%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.01M 0.08%
5,821
+684
252
$1M 0.08%
2,068
+754
253
$1M 0.08%
10,320
+1,715
254
$1M 0.08%
6,612
+2,993
255
$999K 0.08%
20,203
+270
256
$995K 0.08%
18,479
+4,588
257
$995K 0.08%
5,572
+3,058
258
$993K 0.08%
4,921
+1,742
259
$990K 0.08%
9,574
+3,640
260
$977K 0.08%
10,702
+5,476
261
$976K 0.08%
3,930
+1,413
262
$975K 0.08%
22,986
+7,077
263
$973K 0.08%
2,074
+1,489
264
$964K 0.08%
11,930
+7,335
265
$962K 0.08%
17,905
+1,214
266
$957K 0.08%
2,252
+110
267
$946K 0.08%
2,714
+1,438
268
$937K 0.08%
34,188
+2,940
269
$933K 0.08%
3,679
+1,869
270
$927K 0.08%
5,237
+2,585
271
$925K 0.08%
7,928
+3,370
272
$920K 0.08%
20,176
-1,873
273
$914K 0.08%
2,672
+1,137
274
$914K 0.08%
8,269
+4,293
275
$913K 0.08%
5,602
+2,189
9 10
11
12 13