VT

Vise Technologies Portfolio holdings

AUM $5.1B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$258M
AUM Growth
-$8.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$2.84M
3
+$2.39M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$2.36M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.32M

Top Sells

1
+$7.91M
2
+$4.75M
3
+$3.65M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.87M
5
LMT icon
Lockheed Martin
LMT
+$2.18M

Sector Composition

1 Technology 9.92%
2 Healthcare 8.62%
3 Industrials 7.46%
4 Consumer Discretionary 6.86%
5 Financials 6.25%
Name Market Value Portfolio Weight Shares or Principal Change
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