VW
Vance Wealth Portfolio holdings
AUM
$296M
This Quarter Return
+1.7%
1 Year Return
+16.04%
3 Year Return
+55.96%
5 Year Return
–
10 Year Return
–
AUM
$244M
AUM Growth
+$244M
(-3%)
Cap. Flow
-$8.52M
Cap. Flow
% of AUM
-3.5%
Top 10 Holdings %
Top 10 Hldgs %
60.33%
Holding
98
New
4
Increased
39
Reduced
37
Closed
8
Top Buys
| 1 |
NVIDIA
NVDA
|
$1.71M |
| 2 |
Dimensional Emerging Core Equity Market ETF
DFAE
|
$1.37M |
| 3 |
Dimensional International Value ETF
DFIV
|
$1.01M |
| 4 |
Dimensional International Small Cap ETF
DFIS
|
$749K |
| 5 |
Vanguard Russell 1000 Value ETF
VONV
|
$706K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 6.46% |
| 2 | Technology | 5.55% |
| 3 | Healthcare | 3.39% |
| 4 | Financials | 2.63% |
| 5 | Consumer Discretionary | 1.92% |
