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
276
$256K 0.06%
1,724
-233
277
$255K 0.06%
8,414
+534
278
$253K 0.06%
+4,915
279
$252K 0.06%
+7,500
280
$250K 0.06%
3,371
+105
281
$250K 0.06%
20,178
+3,077
282
$249K 0.06%
+4,394
283
$247K 0.06%
7,454
-8
284
$245K 0.06%
535
-3
285
$244K 0.06%
+21,028
286
$243K 0.06%
2,908
-2,738
287
$243K 0.06%
5,382
-240
288
$241K 0.06%
+4,034
289
$239K 0.06%
2,456
-645
290
$239K 0.06%
+2,418
291
$237K 0.06%
+3,399
292
$234K 0.06%
3,797
+63
293
$234K 0.06%
1,315
-1,704
294
$233K 0.06%
1,094
-199
295
$233K 0.06%
+15,628
296
$232K 0.06%
1,584
-4,006
297
$231K 0.06%
+1,698
298
$229K 0.06%
972
-145
299
$229K 0.06%
+3,594
300
$228K 0.06%
3,788
-46
10 11
12
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