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
326
$731K 0.06%
10,095
+6,055
327
$728K 0.06%
6,593
+2,590
328
$725K 0.06%
5,532
+2,673
329
$724K 0.06%
+26,380
330
$721K 0.06%
1,588
+749
331
$718K 0.06%
+28,136
332
$718K 0.06%
2,270
+1,127
333
$715K 0.06%
5,624
-222
334
$711K 0.06%
29,444
-1,596
335
$703K 0.06%
14,704
+6,430
336
$703K 0.06%
25,218
+1,190
337
$701K 0.06%
11,620
+5,094
338
$696K 0.06%
11,382
+4,767
339
$696K 0.06%
3,930
+2,110
340
$695K 0.06%
+14,968
341
$694K 0.06%
3,783
+649
342
$693K 0.06%
3,843
+1,706
343
$684K 0.06%
+26,109
344
$673K 0.06%
6,907
+1,704
345
$670K 0.06%
1,590
-140
346
$667K 0.06%
8,447
+607
347
$666K 0.06%
11,008
+2,654
348
$665K 0.06%
7,366
+4,724
349
$661K 0.06%
2,991
+1,668
350
$656K 0.05%
11,369
+2,481
12 13
14
15 16