VT

Vise Technologies Portfolio holdings

AUM $5.1B
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.42B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,046
New
Increased
Reduced
Closed

Top Buys

1 +$72.7M
2 +$69.3M
3 +$68.6M
4
AMZN icon
Amazon
AMZN
+$50.4M
5
META icon
Meta Platforms (Facebook)
META
+$39M

Top Sells

No sells this quarter

Sector Composition

1 Technology 22.25%
2 Financials 11.91%
3 Consumer Discretionary 7.72%
4 Communication Services 6.64%
5 Healthcare 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$114K ﹤0.01%
+10,017
1027
$109K ﹤0.01%
+14,063
1028
$105K ﹤0.01%
+14,511
1029
$104K ﹤0.01%
+10,316
1030
$99.9K ﹤0.01%
+11,783
1031
$99.8K ﹤0.01%
+19,675
1032
$98.6K ﹤0.01%
+14,214
1033
$94K ﹤0.01%
+17,253
1034
$92.7K ﹤0.01%
+53,894
1035
$90.4K ﹤0.01%
+25,728
1036
$85.6K ﹤0.01%
+11,344
1037
$84.7K ﹤0.01%
+10,730
1038
$83.2K ﹤0.01%
+27,547
1039
$78.1K ﹤0.01%
+11,935
1040
$74.4K ﹤0.01%
+12,650
1041
$70.5K ﹤0.01%
+15,158
1042
$70K ﹤0.01%
+10,638
1043
$70K ﹤0.01%
+14,021
1044
$69.9K ﹤0.01%
+11,103
1045
$56.2K ﹤0.01%
+20,000
1046
$52.1K ﹤0.01%
+11,000