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
401
$544K 0.05%
7,677
+3,668
402
$543K 0.05%
4,581
+451
403
$543K 0.05%
+19,825
404
$542K 0.05%
+16,269
405
$541K 0.05%
29,433
-120
406
$540K 0.05%
41,395
+1,965
407
$539K 0.04%
40,006
+15,081
408
$538K 0.04%
3,258
+1,651
409
$535K 0.04%
2,392
+1,141
410
$535K 0.04%
+17,531
411
$532K 0.04%
15,204
-269
412
$532K 0.04%
6,263
+978
413
$532K 0.04%
6,961
+2,810
414
$531K 0.04%
9,694
-199
415
$528K 0.04%
28,706
+16,089
416
$526K 0.04%
+8,449
417
$526K 0.04%
7,576
+3,312
418
$525K 0.04%
11,703
+2,219
419
$525K 0.04%
5,656
+188
420
$523K 0.04%
2,963
+816
421
$522K 0.04%
6,450
+3,227
422
$521K 0.04%
2,315
+1,219
423
$521K 0.04%
8,778
+4,516
424
$520K 0.04%
+10,321
425
$518K 0.04%
2,492
+1,033
15 16
17
18 19