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
526
$364K 0.03%
+2,015
527
$361K 0.03%
+1,591
528
$360K 0.03%
14,826
+4,998
529
$359K 0.03%
3,008
-379
530
$359K 0.03%
3,021
+100
531
$358K 0.03%
+1,595
532
$358K 0.03%
16,307
+88
533
$358K 0.03%
43,315
+20,945
534
$356K 0.03%
+4,014
535
$356K 0.03%
992
+210
536
$356K 0.03%
+7,373
537
$354K 0.03%
+1,037
538
$353K 0.03%
+3,392
539
$352K 0.03%
5,326
+2,023
540
$350K 0.03%
3,643
+292
541
$347K 0.03%
+8,465
542
$346K 0.03%
+2,487
543
$345K 0.03%
+3,464
544
$344K 0.03%
+19,636
545
$342K 0.03%
2,041
+388
546
$342K 0.03%
+1,047
547
$342K 0.03%
8,088
+1,804
548
$340K 0.03%
15,935
+5,041
549
$339K 0.03%
2,568
+223
550
$339K 0.03%
39,892
+14,176
20 21
22
23 24