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
$413M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$913K
5
CVNA icon
Carvana
CVNA
+$887K

Top Sells

1
+$994K
2
+$835K
3
+$586K
4
JHG icon
Janus Henderson
JHG
+$493K
5
CL icon
Colgate-Palmolive
CL
+$465K

Sector Composition

1 Technology 13.4%
2 Healthcare 9.22%
3 Financials 8.05%
4 Consumer Discretionary 7.05%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.43%
2,469
+183
52
$1.74M 0.42%
32,340
+1,503
53
$1.73M 0.42%
11,005
-345
54
$1.73M 0.42%
20,264
+159
55
$1.66M 0.4%
33,131
+778
56
$1.66M 0.4%
6,684
+446
57
$1.64M 0.4%
66,624
+4,126
58
$1.64M 0.4%
25,607
-1,489
59
$1.63M 0.4%
32,266
+5,185
60
$1.62M 0.39%
16,102
+1,627
61
$1.61M 0.39%
19,946
+1,104
62
$1.61M 0.39%
10,622
-184
63
$1.56M 0.38%
20,207
-394
64
$1.55M 0.38%
5,837
+1,746
65
$1.54M 0.37%
6,276
+1,868
66
$1.53M 0.37%
3,900
-1,029
67
$1.52M 0.37%
17,985
+181
68
$1.52M 0.37%
30,933
+4,947
69
$1.52M 0.37%
43,133
-87
70
$1.45M 0.35%
31,329
-643
71
$1.41M 0.34%
9,778
+1,746
72
$1.4M 0.34%
67,801
-4,440
73
$1.4M 0.34%
27,135
+6,689
74
$1.36M 0.33%
9,456
-14
75
$1.36M 0.33%
47,352
+5,831
1 2
3
4 5