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
776
$202K 0.02%
+967
777
$201K 0.02%
+1,072
778
$200K 0.02%
14,775
-1,445
779
$200K 0.02%
+952
780
$200K 0.02%
+547
781
$200K 0.02%
+16,987
782
$197K 0.02%
+15,808
783
$195K 0.02%
+10,255
784
$193K 0.02%
+23,783
785
$189K 0.02%
53,518
+32,438
786
$186K 0.02%
20,535
+8,828
787
$186K 0.02%
16,494
+1,110
788
$181K 0.02%
+18,022
789
$176K 0.01%
+10,346
790
$175K 0.01%
26,989
+12,249
791
$174K 0.01%
29,676
+14,383
792
$173K 0.01%
15,288
+3,016
793
$171K 0.01%
+10,469
794
$169K 0.01%
+14,858
795
$165K 0.01%
+10,588
796
$153K 0.01%
+16,233
797
$142K 0.01%
13,725
+46
798
$142K 0.01%
+12,023
799
$140K 0.01%
14,462
800
$136K 0.01%
+14,679
30 31
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