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
576
$313K 0.03%
+1,080
577
$313K 0.03%
10,781
+1,992
578
$312K 0.03%
+5,864
579
$312K 0.03%
3,438
+42
580
$312K 0.03%
+3,854
581
$311K 0.03%
+1,327
582
$311K 0.03%
+5,724
583
$310K 0.03%
+5,065
584
$309K 0.03%
16,016
+2,056
585
$309K 0.03%
4,734
+1,071
586
$308K 0.03%
+2,917
587
$308K 0.03%
+3,942
588
$307K 0.03%
+3,132
589
$307K 0.03%
+4,261
590
$307K 0.03%
3,619
-6
591
$304K 0.03%
67,504
+8,312
592
$303K 0.03%
+1,674
593
$302K 0.03%
4,301
+423
594
$302K 0.03%
+247
595
$302K 0.03%
+2,368
596
$301K 0.03%
+3,522
597
$301K 0.03%
36,365
+4,371
598
$299K 0.02%
43,986
+19,247
599
$298K 0.02%
9,562
+662
600
$298K 0.02%
15,787
-14,052
22 23
24
25 26