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
501
$397K 0.03%
6,487
+600
502
$393K 0.03%
5,316
+1,671
503
$392K 0.03%
23,129
+6,266
504
$390K 0.03%
2,904
+1,184
505
$389K 0.03%
5,634
+336
506
$389K 0.03%
13,396
+684
507
$386K 0.03%
11,806
+4,275
508
$386K 0.03%
5,209
+1,702
509
$385K 0.03%
6,663
-1,222
510
$382K 0.03%
+1,883
511
$382K 0.03%
1,220
+206
512
$379K 0.03%
+4,487
513
$378K 0.03%
15,156
+2,263
514
$378K 0.03%
+6,588
515
$377K 0.03%
+628
516
$376K 0.03%
4,894
+1,346
517
$372K 0.03%
11,472
+2,674
518
$370K 0.03%
+7,677
519
$370K 0.03%
+2,529
520
$368K 0.03%
+14,751
521
$368K 0.03%
+1,354
522
$367K 0.03%
+5,035
523
$366K 0.03%
+15,332
524
$365K 0.03%
+4,749
525
$365K 0.03%
1,286
+529
19 20
21
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