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
751
$212K 0.02%
3,144
+22
752
$212K 0.02%
17,001
+4,224
753
$212K 0.02%
+6,636
754
$211K 0.02%
3,682
-1,174
755
$211K 0.02%
5,268
-2,705
756
$211K 0.02%
+6,083
757
$210K 0.02%
+10,603
758
$209K 0.02%
+2,705
759
$209K 0.02%
+1,397
760
$207K 0.02%
+1,962
761
$207K 0.02%
+6,523
762
$207K 0.02%
+2,434
763
$207K 0.02%
+1,557
764
$207K 0.02%
+3,931
765
$207K 0.02%
+2,476
766
$206K 0.02%
+5,166
767
$205K 0.02%
+119
768
$205K 0.02%
+2,863
769
$205K 0.02%
+1,859
770
$204K 0.02%
+970
771
$204K 0.02%
+4,046
772
$204K 0.02%
1,613
+357
773
$204K 0.02%
+2,202
774
$203K 0.02%
+2,224
775
$203K 0.02%
+619
29 30
31
32 33