VW
Vance Wealth Portfolio holdings
AUM
$296M
This Quarter Return
-5.02%
1 Year Return
+16.04%
3 Year Return
+55.96%
5 Year Return
–
10 Year Return
–
AUM
$79M
AUM Growth
+$79M
(-22%)
Cap. Flow
-$70.2M
Cap. Flow
% of AUM
-88.78%
Top 10 Holdings %
Top 10 Hldgs %
68.76%
Holding
71
New
10
Increased
19
Reduced
17
Closed
15
Top Buys
| 1 |
Vanguard Russell 1000 Growth ETF
VONG
|
$4.44M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
$4.12M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.25M |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
$2.21M |
| 5 |
iShares Russell Mid-Cap Value ETF
IWS
|
$1.77M |
Top Sells
Sector Composition
| 1 | Technology | 9.74% |
| 2 | Financials | 4.83% |
| 3 | Healthcare | 3.1% |
| 4 | Communication Services | 2.68% |
| 5 | Consumer Staples | 2.22% |
