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
$508M
AUM Growth
+$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$2.12M
3
+$1.48M
4
F icon
Ford
F
+$1.43M
5
V icon
Visa
V
+$1.19M

Top Sells

1
+$1.69M
2
+$1.56M
3
+$1.21M
4
UNH icon
UnitedHealth
UNH
+$1.15M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$1.13M

Sector Composition

1 Technology 15.75%
2 Financials 9.08%
3 Healthcare 8.55%
4 Consumer Discretionary 7.33%
5 Industrials 5.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.58M 0.31%
20,480
+10,949
77
$1.56M 0.31%
24,704
-2,467
78
$1.54M 0.3%
36,583
-7,125
79
$1.53M 0.3%
53,908
-8,428
80
$1.52M 0.3%
35,484
+1,957
81
$1.52M 0.3%
15,679
-641
82
$1.52M 0.3%
4,496
+426
83
$1.5M 0.29%
14,753
-3,115
84
$1.41M 0.28%
1,920
+181
85
$1.31M 0.26%
21,412
+2,983
86
$1.3M 0.26%
46,976
-7,897
87
$1.3M 0.26%
19,419
+919
88
$1.27M 0.25%
13,527
-33
89
$1.27M 0.25%
38,701
+1,830
90
$1.26M 0.25%
14,260
+2,057
91
$1.24M 0.24%
40,419
+2,416
92
$1.21M 0.24%
4,264
-1,457
93
$1.21M 0.24%
12,885
-603
94
$1.2M 0.24%
13,110
+488
95
$1.18M 0.23%
4,784
-675
96
$1.17M 0.23%
9,160
-917
97
$1.16M 0.23%
26,835
-15,555
98
$1.13M 0.22%
2,749
-1,153
99
$1.11M 0.22%
13,944
+1,171
100
$1.11M 0.22%
23,915
-4,311
2 3
4
5 6