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
$379M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$1.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.47M

Top Sells

1
+$578K
2
+$458K
3
+$438K
4
INTC icon
Intel
INTC
+$402K
5
IART icon
Integra LifeSciences
IART
+$398K

Sector Composition

1 Technology 12.49%
2 Healthcare 9.37%
3 Financials 8.28%
4 Consumer Discretionary 6.79%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.68M 0.44%
30,837
+3,297
52
$1.64M 0.43%
43,220
+3,651
53
$1.64M 0.43%
32,353
-1,370
54
$1.61M 0.42%
10,806
+2,455
55
$1.58M 0.42%
62,498
+18,164
56
$1.56M 0.41%
2,286
+221
57
$1.54M 0.4%
72,241
+31,733
58
$1.53M 0.4%
31,452
+5,755
59
$1.5M 0.4%
18,842
+1,090
60
$1.5M 0.39%
31,972
-2,522
61
$1.43M 0.38%
6,238
+315
62
$1.41M 0.37%
10,764
+2,367
63
$1.4M 0.37%
17,804
+3,988
64
$1.39M 0.37%
27,081
+7,149
65
$1.36M 0.36%
21,130
+3,100
66
$1.33M 0.35%
69,242
+18,345
67
$1.33M 0.35%
14,475
+509
68
$1.33M 0.35%
501
+15
69
$1.31M 0.35%
14,148
+4,535
70
$1.31M 0.35%
3,827
+648
71
$1.3M 0.34%
3,975
+202
72
$1.27M 0.34%
25,986
+5,054
73
$1.27M 0.34%
10,370
+1,462
74
$1.27M 0.33%
70,095
+11,750
75
$1.19M 0.31%
25,574
+8,290
1 2
3
4 5