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
601
$297K 0.02%
+9,253
602
$294K 0.02%
+12,735
603
$294K 0.02%
+3,141
604
$293K 0.02%
+13,287
605
$292K 0.02%
5,789
-423
606
$292K 0.02%
15,904
-353
607
$291K 0.02%
+1,269
608
$291K 0.02%
1,251
+155
609
$291K 0.02%
+4,362
610
$290K 0.02%
17,814
+3,313
611
$288K 0.02%
5,549
-2,698
612
$287K 0.02%
+2,089
613
$287K 0.02%
6,203
-89
614
$287K 0.02%
+1,992
615
$284K 0.02%
+10,870
616
$284K 0.02%
+6,783
617
$284K 0.02%
18,717
+6,786
618
$283K 0.02%
+2,503
619
$281K 0.02%
+7,644
620
$281K 0.02%
13,238
+2,286
621
$280K 0.02%
+5,478
622
$279K 0.02%
959
+292
623
$278K 0.02%
+7,652
624
$277K 0.02%
6,563
-491
625
$276K 0.02%
5,954
+912
23 24
25
26 27