VT

Vise Technologies Portfolio holdings

AUM $2.42B
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
651
$263K 0.02%
+1,838
652
$262K 0.02%
633
+107
653
$262K 0.02%
8,967
-299
654
$261K 0.02%
+775
655
$261K 0.02%
+3,878
656
$260K 0.02%
+4,264
657
$259K 0.02%
+2,797
658
$258K 0.02%
+3,029
659
$258K 0.02%
+5,915
660
$258K 0.02%
4,256
-145
661
$258K 0.02%
+3,245
662
$256K 0.02%
+18,556
663
$256K 0.02%
+4,134
664
$255K 0.02%
10,947
+478
665
$255K 0.02%
+1,290
666
$255K 0.02%
+2,153
667
$254K 0.02%
+1,295
668
$254K 0.02%
+2,964
669
$254K 0.02%
+4,350
670
$253K 0.02%
+3,372
671
$253K 0.02%
+1,689
672
$253K 0.02%
8,435
673
$252K 0.02%
+883
674
$252K 0.02%
1,909
-2
675
$252K 0.02%
+12,489
25 26
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