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
476
$433K 0.04%
4,937
+2,161
477
$433K 0.04%
25,967
-1,118
478
$432K 0.04%
14,464
-1,265
479
$432K 0.04%
+6,678
480
$432K 0.04%
4,772
+2,086
481
$429K 0.04%
3,480
+1,213
482
$429K 0.04%
12,012
-1,685
483
$428K 0.04%
12,103
+114
484
$428K 0.04%
+1,249
485
$423K 0.04%
11,545
-4,132
486
$422K 0.04%
5,521
+2,209
487
$420K 0.04%
2,251
+865
488
$418K 0.03%
12,953
+4,030
489
$417K 0.03%
+3,870
490
$416K 0.03%
9,541
+924
491
$415K 0.03%
20,196
+2,617
492
$415K 0.03%
2,434
+1,196
493
$412K 0.03%
+4,616
494
$411K 0.03%
+4,249
495
$411K 0.03%
2,649
+176
496
$409K 0.03%
+3,650
497
$409K 0.03%
1,681
+208
498
$407K 0.03%
+1,063
499
$405K 0.03%
4,534
+800
500
$404K 0.03%
3,436
+1,334
18 19
20
21 22