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
$413M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$913K
5
CVNA icon
Carvana
CVNA
+$887K

Top Sells

1
+$994K
2
+$835K
3
+$586K
4
JHG icon
Janus Henderson
JHG
+$493K
5
CL icon
Colgate-Palmolive
CL
+$465K

Sector Composition

1 Technology 13.4%
2 Healthcare 9.22%
3 Financials 8.05%
4 Consumer Discretionary 7.05%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.69M 0.89%
14,087
-5
27
$3.68M 0.89%
25,306
+1,235
28
$3.67M 0.89%
42,367
+2,460
29
$3.4M 0.82%
65,782
+4,958
30
$3.4M 0.82%
64,947
+13,731
31
$3.32M 0.8%
10,673
+407
32
$3.12M 0.76%
75,041
-3,934
33
$2.97M 0.72%
17,960
+2,352
34
$2.79M 0.67%
15,043
+2,029
35
$2.77M 0.67%
5,763
+1,021
36
$2.58M 0.63%
24,208
+851
37
$2.45M 0.59%
20,531
+6,383
38
$2.41M 0.58%
20,242
-2,591
39
$2.39M 0.58%
65,126
+835
40
$2.33M 0.56%
39,453
+5,937
41
$2.21M 0.53%
19,143
-2,066
42
$2.15M 0.52%
4,579
+752
43
$1.99M 0.48%
8,374
+17
44
$1.94M 0.47%
14,515
+3,751
45
$1.91M 0.46%
14,195
-985
46
$1.91M 0.46%
22,000
+870
47
$1.88M 0.46%
78,330
+602
48
$1.87M 0.45%
37,879
+6,427
49
$1.85M 0.45%
10,642
+332
50
$1.79M 0.43%
48,175
-3,810
1
2
3 4 5