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
$786M
AUM Growth
+$216M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$8.95M
2 +$7.52M
3 +$6.35M
4
NVDA icon
NVIDIA
NVDA
+$5.27M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.01M

Sector Composition

1 Technology 19.14%
2 Financials 10.66%
3 Healthcare 7.9%
4 Consumer Discretionary 7.71%
5 Communication Services 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$536K 0.07%
+5,348
277
$536K 0.07%
17,771
-3,072
278
$533K 0.07%
+9,970
279
$531K 0.07%
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280
$530K 0.07%
43,594
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281
$529K 0.07%
11,989
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282
$528K 0.07%
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284
$524K 0.07%
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285
$523K 0.07%
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286
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675
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287
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288
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289
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291
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22,919
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296
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15,677
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$500K 0.06%
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$498K 0.06%
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