VT

Vise Technologies Portfolio holdings

AUM $2.69B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$1.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.47M

Top Sells

1
+$578K
2
+$458K
3
+$438K
4
INTC icon
Intel
INTC
+$402K
5
IART icon
Integra LifeSciences
IART
+$398K

Sector Composition

1 Technology 12.49%
2 Healthcare 9.37%
3 Financials 8.28%
4 Consumer Discretionary 6.79%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$226K 0.06%
+2,303
302
$225K 0.06%
5,382
-3,421
303
$225K 0.06%
+4,076
304
$220K 0.06%
+2,625
305
$219K 0.06%
+8,127
306
$219K 0.06%
+764
307
$217K 0.06%
+20,410
308
$215K 0.06%
+1,652
309
$213K 0.06%
26,211
-2,740
310
$212K 0.06%
1,917
+63
311
$212K 0.06%
+4,422
312
$210K 0.06%
455
-585
313
$209K 0.06%
3,134
-727
314
$209K 0.06%
1,250
-133
315
$209K 0.06%
+7,880
316
$207K 0.05%
569
-57
317
$206K 0.05%
11,115
-1,941
318
$205K 0.05%
+1,075
319
$205K 0.05%
3,535
-719
320
$205K 0.05%
9,123
-1,639
321
$204K 0.05%
+735
322
$204K 0.05%
+4,175
323
$203K 0.05%
+632
324
$203K 0.05%
+10,202
325
$200K 0.05%
+3,461
11 12
13
14 15