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
101
$881K 0.23%
12,699
+1,409
102
$875K 0.23%
12,753
+990
103
$874K 0.23%
9,135
-3,383
104
$865K 0.23%
23,152
+3,704
105
$847K 0.22%
48,666
+6,852
106
$845K 0.22%
14,316
+1,631
107
$829K 0.22%
28,646
-438
108
$818K 0.22%
15,430
+5,920
109
$809K 0.21%
34,771
+4,579
110
$803K 0.21%
1,953
+1,217
111
$799K 0.21%
5,590
-11
112
$790K 0.21%
8,127
+866
113
$789K 0.21%
5,855
+1,056
114
$766K 0.2%
1,541
-708
115
$762K 0.2%
28,451
+4,864
116
$761K 0.2%
11,400
+2,460
117
$761K 0.2%
4,090
+652
118
$751K 0.2%
14,453
+1,578
119
$748K 0.2%
13,983
+2,799
120
$722K 0.19%
3,872
+501
121
$716K 0.19%
4,636
+1,683
122
$711K 0.19%
24,004
+88
123
$706K 0.19%
20,327
+1,663
124
$700K 0.18%
1,957
+393
125
$686K 0.18%
54,445
-2,486
3 4
5
6 7