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
126
$682K 0.18%
14,992
+1,191
127
$675K 0.18%
31,627
+4,409
128
$674K 0.18%
20,638
-12,301
129
$672K 0.18%
14,870
+1,551
130
$664K 0.17%
31,652
+13,686
131
$663K 0.17%
14,134
+3,231
132
$656K 0.17%
29,587
-11,391
133
$651K 0.17%
10,020
+2,307
134
$650K 0.17%
19,611
-1,981
135
$649K 0.17%
11,831
-44
136
$641K 0.17%
18,252
+2,662
137
$640K 0.17%
14,342
+4,575
138
$640K 0.17%
1,391
+381
139
$629K 0.17%
6,209
+2,253
140
$622K 0.16%
18,238
+2,237
141
$615K 0.16%
15,256
+1,362
142
$605K 0.16%
3,630
+169
143
$581K 0.15%
72,638
+3,880
144
$578K 0.15%
11,478
+1,441
145
$577K 0.15%
8,173
+1,663
146
$576K 0.15%
21,072
+3,330
147
$572K 0.15%
25,272
+6,067
148
$563K 0.15%
1,160
-111
149
$561K 0.15%
34,033
+3,674
150
$554K 0.15%
2,168
+452
4 5
6
7 8