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
$337M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1 +$3.32M
2 +$1.84M
3 +$946K
4
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$740K
5
BITB icon
Bitwise Bitcoin ETF
BITB
+$474K

Sector Composition

1 Technology 6.4%
2 Consumer Staples 4%
3 Financials 2.88%
4 Consumer Discretionary 2.41%
5 Communication Services 2.24%