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
276
$912K 0.08%
1,601
+904
277
$911K 0.08%
+20,636
278
$907K 0.08%
11,805
+2,880
279
$906K 0.08%
4,457
-300
280
$906K 0.08%
+13,193
281
$904K 0.08%
2,446
+1,495
282
$903K 0.08%
15,717
+7,159
283
$900K 0.08%
9,280
+6,985
284
$899K 0.07%
3,485
+1,106
285
$899K 0.07%
12,146
+7,261
286
$898K 0.07%
+8,562
287
$897K 0.07%
16,846
-102
288
$894K 0.07%
+32,277
289
$894K 0.07%
17,088
+3,575
290
$892K 0.07%
109
+56
291
$887K 0.07%
11,335
+5,151
292
$886K 0.07%
4,593
+1,585
293
$875K 0.07%
4,809
+1,699
294
$866K 0.07%
6,406
+1,662
295
$859K 0.07%
14,606
+679
296
$855K 0.07%
22,454
+7,706
297
$854K 0.07%
10,800
+4,905
298
$853K 0.07%
13,772
+7,810
299
$842K 0.07%
16,812
+3,161
300
$833K 0.07%
12,811
+7,196
10 11
12
13 14