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
726
$221K 0.02%
873
+65
727
$221K 0.02%
+2,455
728
$221K 0.02%
2,825
+225
729
$220K 0.02%
+439
730
$220K 0.02%
3,782
-21
731
$220K 0.02%
5,086
+165
732
$220K 0.02%
+38,967
733
$219K 0.02%
+7,488
734
$219K 0.02%
+975
735
$219K 0.02%
+314
736
$219K 0.02%
+1,023
737
$218K 0.02%
+2,785
738
$218K 0.02%
1,140
-18
739
$218K 0.02%
+6,013
740
$217K 0.02%
+9,393
741
$216K 0.02%
+5,204
742
$216K 0.02%
+1,204
743
$215K 0.02%
+3,291
744
$214K 0.02%
+9,788
745
$214K 0.02%
+22,379
746
$214K 0.02%
1,872
+196
747
$213K 0.02%
3,616
+323
748
$213K 0.02%
+2,586
749
$213K 0.02%
+1,377
750
$213K 0.02%
+1,760
28 29
30
31 32