VW

Vance Wealth Portfolio holdings

AUM $337M
1-Year Est. Return 18.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$186M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$2.01M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$1.07M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$697K

Top Sells

1
+$384K
2
+$327K
3
+$256K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$242K
5
PFE icon
Pfizer
PFE
+$213K

Sector Composition

1 Technology 4.66%
2 Healthcare 3.17%
3 Financials 2.27%
4 Communication Services 1.19%
5 Consumer Discretionary 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-7,401
77
– –
-4,163
78
– –
-2,737
1 2 3
4