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
$413M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
377
New
Increased
Reduced
Closed

Top Buys

1
+$1.52M
2
+$1.51M
3
+$1.18M
4
NVDA icon
NVIDIA
NVDA
+$913K
5
CVNA icon
Carvana
CVNA
+$887K

Top Sells

1
+$994K
2
+$835K
3
+$586K
4
JHG icon
Janus Henderson
JHG
+$493K
5
CL icon
Colgate-Palmolive
CL
+$465K

Sector Composition

1 Technology 13.4%
2 Healthcare 9.22%
3 Financials 8.05%
4 Consumer Discretionary 7.05%
5 Industrials 5.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.36M 0.33%
31,760
+8,608
77
$1.34M 0.32%
9,764
+487
78
$1.31M 0.32%
72,780
+2,685
79
$1.29M 0.31%
5,807
+924
80
$1.21M 0.29%
448
-53
81
$1.19M 0.29%
25,906
+332
82
$1.16M 0.28%
11,235
+1,319
83
$1.15M 0.28%
7,142
+80
84
$1.14M 0.28%
32,073
+3,044
85
$1.13M 0.27%
3,515
-460
86
$1.13M 0.27%
18,933
+878
87
$1.12M 0.27%
18,543
+843
88
$1.1M 0.27%
9,956
-414
89
$1.09M 0.27%
73,817
+5,040
90
$1.07M 0.26%
16,700
+1,270
91
$1.05M 0.26%
60,110
+6,431
92
$1.05M 0.25%
14,629
+1,930
93
$1.04M 0.25%
31,381
+2,930
94
$1.04M 0.25%
28,188
+2,676
95
$1.03M 0.25%
17,146
+387
96
$1.03M 0.25%
12,304
+139
97
$953K 0.23%
53,438
+4,772
98
$921K 0.22%
57,712
-11,530
99
$909K 0.22%
5,051
+961
100
$909K 0.22%
4,442
+54
2 3
4
5 6