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
676
$250K 0.02%
+1,542
677
$250K 0.02%
7,897
-2,043
678
$250K 0.02%
7,212
-453
679
$250K 0.02%
+1,636
680
$249K 0.02%
+2,145
681
$249K 0.02%
4,324
-73
682
$249K 0.02%
+8,594
683
$249K 0.02%
+1,346
684
$248K 0.02%
5,373
+538
685
$248K 0.02%
+2,727
686
$246K 0.02%
+3,149
687
$246K 0.02%
4,284
+1,075
688
$244K 0.02%
+2,732
689
$243K 0.02%
+15,998
690
$242K 0.02%
+10,483
691
$242K 0.02%
+11,317
692
$241K 0.02%
+1,841
693
$241K 0.02%
5,942
+757
694
$240K 0.02%
+1,119
695
$240K 0.02%
+3,161
696
$239K 0.02%
+6,234
697
$238K 0.02%
+7,616
698
$238K 0.02%
+4,183
699
$238K 0.02%
+1,656
700
$238K 0.02%
+15,944
26 27
28
29 30