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
701
$238K 0.02%
+8,623
702
$237K 0.02%
5,811
+1,608
703
$237K 0.02%
+2,119
704
$237K 0.02%
+6,940
705
$236K 0.02%
+1,070
706
$236K 0.02%
+895
707
$236K 0.02%
+6,106
708
$235K 0.02%
+455
709
$234K 0.02%
+1,274
710
$234K 0.02%
5,329
+174
711
$232K 0.02%
+3,065
712
$231K 0.02%
+4,230
713
$229K 0.02%
+1,346
714
$228K 0.02%
+3,551
715
$228K 0.02%
+2,130
716
$227K 0.02%
+2,410
717
$226K 0.02%
9,641
-320
718
$225K 0.02%
+12,329
719
$225K 0.02%
+2,656
720
$224K 0.02%
+1,212
721
$224K 0.02%
+2,527
722
$223K 0.02%
1,773
+280
723
$222K 0.02%
+4,566
724
$222K 0.02%
+4,765
725
$222K 0.02%
+4,954
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