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

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
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4,457
-300
280
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281
$904K 0.08%
2,446
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282
$903K 0.08%
15,717
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283
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9,280
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284
$899K 0.07%
3,485
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285
$899K 0.07%
12,146
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286
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287
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16,846
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289
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109
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299
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300
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12,811
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