VW

Vance Wealth Portfolio holdings

AUM $325M
1-Year Est. Return 16.94%
This Quarter Est. Return
1 Year Est. Return
+16.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Sells

1 +$2.36M
2 +$1.54M
3 +$1.46M
4
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$1.12M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$910K

Sector Composition

1 Technology 6.01%
2 Consumer Staples 5.32%
3 Financials 3.17%
4 Consumer Discretionary 2.26%
5 Communication Services 2.25%