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
426
$517K 0.04%
6,161
+2,987
427
$516K 0.04%
2,035
-107
428
$514K 0.04%
+6,537
429
$511K 0.04%
13,588
+2,678
430
$511K 0.04%
6,334
-644
431
$510K 0.04%
11,655
+6,200
432
$508K 0.04%
13,247
-1,194
433
$508K 0.04%
3,366
-19
434
$508K 0.04%
15,562
+7,481
435
$503K 0.04%
2,035
+1,057
436
$498K 0.04%
29,067
+9,864
437
$498K 0.04%
8,495
+3,204
438
$496K 0.04%
50,133
-89,442
439
$496K 0.04%
2,638
+977
440
$494K 0.04%
10,998
+196
441
$493K 0.04%
5,340
+1,617
442
$491K 0.04%
799
+51
443
$490K 0.04%
2,909
+1,794
444
$487K 0.04%
1,911
+902
445
$485K 0.04%
+23,062
446
$485K 0.04%
60,120
+24,883
447
$484K 0.04%
+6,630
448
$483K 0.04%
8,587
+4,351
449
$479K 0.04%
4,656
+174
450
$477K 0.04%
11,012
+7,919
16 17
18
19 20