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
276
$256K 0.07%
6,718
-901
277
$256K 0.07%
7,493
-312
278
$254K 0.07%
+2,039
279
$252K 0.07%
39,485
-1,427
280
$252K 0.07%
3,266
+402
281
$250K 0.07%
+5,066
282
$250K 0.07%
2,119
-405
283
$246K 0.06%
2,365
+311
284
$246K 0.06%
+11,374
285
$243K 0.06%
+4,034
286
$243K 0.06%
+2,942
287
$242K 0.06%
1,940
-428
288
$240K 0.06%
+538
289
$240K 0.06%
+783
290
$239K 0.06%
1,724
-337
291
$238K 0.06%
+5,245
292
$237K 0.06%
3,734
-381
293
$237K 0.06%
6,563
-4,453
294
$236K 0.06%
+613
295
$234K 0.06%
3,834
+264
296
$232K 0.06%
6,796
-1,453
297
$231K 0.06%
5,163
+75
298
$228K 0.06%
+1,486
299
$227K 0.06%
1,568
-1
300
$226K 0.06%
31,396
-6,571
10 11
12
13 14