VFPW
Vantage Financial Partners (Wisconsin) Portfolio holdings
AUM
$433M
This Quarter Return
+5.93%
1 Year Return
+12.93%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
–
Cap. Flow
+$255M
Cap. Flow
% of AUM
99.98%
Top 10 Holdings %
Top 10 Hldgs %
85.59%
Holding
60
New
59
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$47.8M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$32M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$29.1M |
| 4 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$21.7M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
$19.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 0.5% |
| 2 | Healthcare | 0.48% |
| 3 | Communication Services | 0.39% |
| 4 | Utilities | 0.31% |
| 5 | Consumer Staples | 0.23% |
