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
$379M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$2.25M
2
+$2.03M
3
+$1.7M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.66M
5
AAPL icon
Apple
AAPL
+$1.47M

Top Sells

1
+$578K
2
+$458K
3
+$438K
4
INTC icon
Intel
INTC
+$402K
5
IART icon
Integra LifeSciences
IART
+$398K

Sector Composition

1 Technology 12.49%
2 Healthcare 9.37%
3 Financials 8.28%
4 Consumer Discretionary 6.79%
5 Communication Services 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.31%
41,521
+5,245
77
$1.18M 0.31%
9,470
+1,589
78
$1.18M 0.31%
4,883
-761
79
$1.17M 0.31%
9,277
+897
80
$1.14M 0.3%
18,055
+229
81
$1.07M 0.28%
12,165
-1,071
82
$1.04M 0.27%
16,759
+2,642
83
$1.03M 0.27%
29,029
+2,778
84
$1.03M 0.27%
20,446
+2,690
85
$1.02M 0.27%
17,700
+1,021
86
$1.01M 0.27%
4,408
+927
87
$1M 0.26%
7,062
+610
88
$994K 0.26%
28,979
+6,881
89
$987K 0.26%
8,032
+879
90
$984K 0.26%
9,916
+799
91
$976K 0.26%
53,679
+5,954
92
$932K 0.25%
11,978
-244
93
$919K 0.24%
4,091
+240
94
$910K 0.24%
28,011
+228
95
$902K 0.24%
68,777
+2,534
96
$894K 0.24%
25,512
+3,477
97
$891K 0.23%
33,411
-271
98
$888K 0.23%
5,364
+1,697
99
$888K 0.23%
4,903
+91
100
$883K 0.23%
4,388
+548
2 3
4
5 6