VFPW
Vantage Financial Partners (Wisconsin) Portfolio holdings
AUM
$433M
This Quarter Return
-14.56%
1 Year Return
+12.93%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
+$169M
(-13%)
Cap. Flow
+$4.52M
Cap. Flow
% of AUM
2.67%
Top 10 Holdings %
Top 10 Hldgs %
87.89%
Holding
66
New
2
Increased
25
Reduced
26
Closed
7
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$11.6M |
| 2 |
JPMorgan International Research Enhanced Equity ETF
JIRE
|
$5.91M |
| 3 |
Apple
AAPL
|
$989K |
| 4 |
Invesco QQQ Trust
QQQ
|
$392K |
| 5 |
Amazon
AMZN
|
$332K |
Top Sells
Sector Composition
| 1 | Technology | 2.11% |
| 2 | Healthcare | 0.86% |
| 3 | Communication Services | 0.67% |
| 4 | Consumer Discretionary | 0.54% |
| 5 | Utilities | 0.53% |
