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
$379M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$1.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.47M

Top Sells

1
+$578K
2
+$458K
3
+$438K
4
INTC icon
Intel
INTC
+$402K
5
IART icon
Integra LifeSciences
IART
+$398K

Sector Composition

1 Technology 12.49%
2 Healthcare 9.37%
3 Financials 8.28%
4 Consumer Discretionary 6.79%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 0.84%
115,110
+33,120
27
$3.18M 0.84%
60,824
+11,138
28
$3.14M 0.83%
24,071
+3,871
29
$3.03M 0.8%
10,266
+1,056
30
$2.99M 0.79%
78,975
+23,357
31
$2.92M 0.77%
14,092
+4,575
32
$2.91M 0.77%
22,833
+3,910
33
$2.62M 0.69%
64,291
+16,304
34
$2.52M 0.66%
51,216
+11,763
35
$2.52M 0.66%
23,357
+2,561
36
$2.42M 0.64%
15,608
+4,075
37
$2.42M 0.64%
15,180
+3,846
38
$2.37M 0.63%
13,014
+1,203
39
$2.26M 0.59%
21,209
+661
40
$2.24M 0.59%
4,742
+492
41
$2.02M 0.53%
51,985
+11,022
42
$1.99M 0.53%
33,516
+3,415
43
$1.9M 0.5%
77,728
+1,096
44
$1.88M 0.5%
8,357
+349
45
$1.88M 0.49%
27,096
+5,724
46
$1.85M 0.49%
11,350
+2,355
47
$1.79M 0.47%
4,929
+932
48
$1.77M 0.47%
20,105
+3,007
49
$1.71M 0.45%
20,601
+3,455
50
$1.7M 0.45%
10,310
+2,407
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