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
551
$334K 0.03%
+2,579
552
$334K 0.03%
4,947
+376
553
$332K 0.03%
+1,289
554
$331K 0.03%
6,191
+508
555
$329K 0.03%
+18,187
556
$329K 0.03%
169
+30
557
$329K 0.03%
+11,726
558
$325K 0.03%
+6,755
559
$324K 0.03%
2,514
+45
560
$324K 0.03%
+2,516
561
$324K 0.03%
12,586
-159
562
$323K 0.03%
3,777
+535
563
$323K 0.03%
4,319
+1,207
564
$320K 0.03%
15,809
+959
565
$320K 0.03%
+2,385
566
$319K 0.03%
31,371
+3,136
567
$319K 0.03%
+4,085
568
$318K 0.03%
2,208
+174
569
$317K 0.03%
535
+272
570
$316K 0.03%
13,431
+4,569
571
$316K 0.03%
+10,432
572
$316K 0.03%
+2,031
573
$315K 0.03%
4,945
-1,723
574
$314K 0.03%
+2,381
575
$313K 0.03%
7,490
+2,503
21 22
23
24 25