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
$413M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$913K
5
CVNA icon
Carvana
CVNA
+$887K

Top Sells

1
+$994K
2
+$835K
3
+$586K
4
JHG icon
Janus Henderson
JHG
+$493K
5
CL icon
Colgate-Palmolive
CL
+$465K

Sector Composition

1 Technology 13.4%
2 Healthcare 9.22%
3 Financials 8.05%
4 Consumer Discretionary 7.05%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$227K 0.05%
3,342
+208
302
$224K 0.05%
+2,895
303
$224K 0.05%
+5,387
304
$223K 0.05%
3,182
-342
305
$221K 0.05%
+1,148
306
$220K 0.05%
+3,034
307
$218K 0.05%
11,212
+1,010
308
$218K 0.05%
10,967
-407
309
$217K 0.05%
3,249
-689
310
$217K 0.05%
+1,767
311
$216K 0.05%
+8,480
312
$216K 0.05%
+1,886
313
$214K 0.05%
+326
314
$212K 0.05%
+4,920
315
$212K 0.05%
1,249
-349
316
$212K 0.05%
1,021
-54
317
$212K 0.05%
4,503
-563
318
$210K 0.05%
+4,816
319
$209K 0.05%
3,871
-3,143
320
$208K 0.05%
626
-157
321
$208K 0.05%
7,664
-4,407
322
$208K 0.05%
+2,296
323
$206K 0.05%
11,986
-3,532
324
$204K 0.05%
716
-19
325
$203K 0.05%
+294
11 12
13
14 15