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
$1.2B
AUM Growth
+$414M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$15.9M
3
+$13.8M
4
AMZN icon
Amazon
AMZN
+$9.99M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.44M

Top Sells

1
+$1.17M
2
+$885K
3
+$764K
4
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$585K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$523K

Sector Composition

1 Technology 21.88%
2 Financials 12.13%
3 Consumer Discretionary 8.64%
4 Healthcare 6.72%
5 Communication Services 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.74M 0.14%
120,024
+50,650
152
$1.73M 0.14%
30,158
+16,616
153
$1.73M 0.14%
13,739
+565
154
$1.73M 0.14%
7,596
+2,969
155
$1.7M 0.14%
14,142
+4,306
156
$1.65M 0.14%
+14,495
157
$1.64M 0.14%
54,234
+7,690
158
$1.64M 0.14%
5,840
+879
159
$1.64M 0.14%
36,173
+1,181
160
$1.64M 0.14%
14,164
+5,952
161
$1.64M 0.14%
3,372
+1,077
162
$1.64M 0.14%
12,681
+2,043
163
$1.62M 0.14%
5,407
+3,580
164
$1.61M 0.13%
6,715
+3,841
165
$1.6M 0.13%
17,586
+6,883
166
$1.59M 0.13%
25,362
+946
167
$1.58M 0.13%
23,615
+14,232
168
$1.57M 0.13%
+21,684
169
$1.55M 0.13%
3,268
+1,574
170
$1.53M 0.13%
6,671
+3,508
171
$1.53M 0.13%
+22,871
172
$1.51M 0.13%
13,541
+5,335
173
$1.49M 0.12%
+14,897
174
$1.49M 0.12%
27,608
+15,244
175
$1.49M 0.12%
45,423
-3,691
5 6
7
8 9