VT

Vise Technologies Portfolio holdings

AUM $2.69B
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1 +$87.1M
2 +$83.3M
3 +$69.7M
4
AMZN icon
Amazon
AMZN
+$55.9M
5
META icon
Meta Platforms (Facebook)
META
+$46.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.26%
2 Financials 11.89%
3 Consumer Discretionary 7.72%
4 Communication Services 6.64%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DIVO icon
51
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6B
$8.6M 0.36%
+202,083
VTWO icon
52
Vanguard Russell 2000 ETF
VTWO
$14.9B
$8.3M 0.34%
+95,154
ADBE icon
53
Adobe
ADBE
$124B
$8.14M 0.34%
+21,046
ACN icon
54
Accenture
ACN
$176B
$8.12M 0.34%
+27,152
AXP icon
55
American Express
AXP
$251B
$8.08M 0.33%
+25,333
SCHH icon
56
Schwab US REIT ETF
SCHH
$9.17B
$8.07M 0.33%
+381,474
PLTR icon
57
Palantir
PLTR
$407B
$7.86M 0.32%
+57,624
CAT icon
58
Caterpillar
CAT
$303B
$7.83M 0.32%
+20,176
BABA icon
59
Alibaba
BABA
$395B
$7.8M 0.32%
+68,744
BAC icon
60
Bank of America
BAC
$382B
$7.78M 0.32%
+164,325
KO icon
61
Coca-Cola
KO
$303B
$7.73M 0.32%
+109,234
ABT icon
62
Abbott
ABT
$212B
$7.72M 0.32%
+56,796
URI icon
63
United Rentals
URI
$58.6B
$7.51M 0.31%
+9,974
CVX icon
64
Chevron
CVX
$332B
$7.47M 0.31%
+52,167
CRM icon
65
Salesforce
CRM
$213B
$7.35M 0.3%
+26,948
UNH icon
66
UnitedHealth
UNH
$300B
$7.16M 0.3%
+22,963
USVM icon
67
VictoryShares US Small Mid Cap Value Momentum ETF
USVM
$1.27B
$7.05M 0.29%
+84,052
NOW icon
68
ServiceNow
NOW
$134B
$6.93M 0.29%
+33,695
VZ icon
69
Verizon
VZ
$164B
$6.83M 0.28%
+157,868
MRK icon
70
Merck
MRK
$270B
$6.8M 0.28%
+85,930
VTI icon
71
Vanguard Total Stock Market ETF
VTI
$582B
$6.75M 0.28%
+22,216
EMB icon
72
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.5B
$6.75M 0.28%
+72,881
GE icon
73
GE Aerospace
GE
$343B
$6.6M 0.27%
+25,660
TJX icon
74
TJX Companies
TJX
$175B
$6.48M 0.27%
+52,512
MS icon
75
Morgan Stanley
MS
$301B
$6.33M 0.26%
+44,949