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
451
$477K 0.04%
16,834
-434
452
$476K 0.04%
7,547
+3,251
453
$473K 0.04%
21,930
-989
454
$472K 0.04%
13,084
-577
455
$472K 0.04%
1,897
+625
456
$471K 0.04%
3,360
+1,663
457
$470K 0.04%
4,597
-1,200
458
$469K 0.04%
1,702
+805
459
$465K 0.04%
4,806
-451
460
$464K 0.04%
5,323
-425
461
$463K 0.04%
+2,050
462
$461K 0.04%
10,215
-672
463
$461K 0.04%
+8,557
464
$459K 0.04%
34,635
+1,026
465
$458K 0.04%
5,733
+1,300
466
$452K 0.04%
+2,344
467
$451K 0.04%
1,617
+608
468
$449K 0.04%
+5,296
469
$448K 0.04%
28,932
+7,783
470
$446K 0.04%
+6,782
471
$441K 0.04%
3,271
+219
472
$436K 0.04%
33,916
+1,633
473
$434K 0.04%
1,784
+518
474
$434K 0.04%
+3,767
475
$433K 0.04%
+4,139
17 18
19
20 21