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
626
$276K 0.02%
+2,351
627
$275K 0.02%
+13,676
628
$275K 0.02%
3,701
+234
629
$275K 0.02%
+4,693
630
$274K 0.02%
30,179
+1,405
631
$274K 0.02%
+6,771
632
$272K 0.02%
+2,940
633
$271K 0.02%
+7,421
634
$271K 0.02%
+758
635
$271K 0.02%
1,564
-676
636
$271K 0.02%
+7,934
637
$270K 0.02%
+5,685
638
$270K 0.02%
8,540
+2,372
639
$270K 0.02%
949
+345
640
$269K 0.02%
+1,443
641
$269K 0.02%
12,892
+3,794
642
$268K 0.02%
+996
643
$268K 0.02%
+12,350
644
$267K 0.02%
+1,170
645
$267K 0.02%
+2,884
646
$267K 0.02%
2,456
+381
647
$266K 0.02%
15,874
-486
648
$265K 0.02%
+3,140
649
$265K 0.02%
+9,732
650
$264K 0.02%
+4,599
24 25
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