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
176
$1.47M 0.12%
17,810
+10,357
177
$1.45M 0.12%
5,582
+1,406
178
$1.44M 0.12%
4,800
+2,045
179
$1.44M 0.12%
21,981
+437
180
$1.42M 0.12%
25,036
-67
181
$1.42M 0.12%
23,098
+18,140
182
$1.42M 0.12%
3,340
+795
183
$1.41M 0.12%
2,766
+1,638
184
$1.41M 0.12%
12,204
+4,981
185
$1.41M 0.12%
15,191
+910
186
$1.39M 0.12%
6,036
+3,312
187
$1.39M 0.12%
+23,808
188
$1.37M 0.11%
13,682
+5,554
189
$1.36M 0.11%
25,997
+3,173
190
$1.36M 0.11%
4,916
+2,210
191
$1.35M 0.11%
45,738
+346
192
$1.35M 0.11%
+4,032
193
$1.34M 0.11%
10,643
+7,877
194
$1.34M 0.11%
51,709
+2,291
195
$1.33M 0.11%
21,074
+7,247
196
$1.33M 0.11%
2,087
+1,425
197
$1.3M 0.11%
3,620
+1,812
198
$1.3M 0.11%
38,419
-5,444
199
$1.3M 0.11%
16,244
+4,169
200
$1.29M 0.11%
24,869
+287
6 7
8
9 10