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
$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
376
$599K 0.05%
+14,389
377
$598K 0.05%
3,653
+1,931
378
$597K 0.05%
29,785
+10,774
379
$589K 0.05%
+17,001
380
$585K 0.05%
4,775
+1,733
381
$582K 0.05%
2,813
-286
382
$581K 0.05%
5,315
+1,755
383
$576K 0.05%
10,746
-53
384
$575K 0.05%
22,725
+9,598
385
$575K 0.05%
43,251
-343
386
$575K 0.05%
18,716
+7,576
387
$574K 0.05%
18,584
+3,145
388
$570K 0.05%
6,485
+3,976
389
$569K 0.05%
19,801
+2,755
390
$568K 0.05%
+2,666
391
$565K 0.05%
53,325
+19,013
392
$564K 0.05%
59,125
+10,468
393
$560K 0.05%
786
+323
394
$559K 0.05%
12,884
+3,050
395
$557K 0.05%
+4,222
396
$556K 0.05%
8,035
-14
397
$556K 0.05%
15,466
+3,280
398
$556K 0.05%
+1,242
399
$555K 0.05%
3,223
+1,840
400
$547K 0.05%
5,390
+468
14 15
16
17 18