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
$465M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
375
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.37M
3
+$2.49M
4
META icon
Meta Platforms (Facebook)
META
+$2.41M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$2.23M

Top Sells

1
+$2.07M
2
+$1.78M
3
+$1.67M
4
VMW
VMware, Inc
VMW
+$1.52M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.44M

Sector Composition

1 Technology 14.85%
2 Healthcare 8.89%
3 Financials 8.49%
4 Consumer Discretionary 7.34%
5 Industrials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
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