VFPW
Vantage Financial Partners (Wisconsin) Portfolio holdings
AUM
$433M
1-Year Return
12.93%
This Quarter Return
+5.95%
1 Year Return
+12.93%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$252M
AUM Growth
+$83.7M
(+50%)
Cap. Flow
+$75.1M
Cap. Flow
% of AUM
29.83%
Top 10 Holdings %
Top 10 Hldgs %
60.66%
Holding
92
New
32
Increased
34
Reduced
17
Closed
2
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$10.3M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$8.7M |
| 3 |
Schwab US Mid-Cap ETF
SCHM
|
$8.27M |
| 4 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.44M |
| 5 |
iShares Russell Top 200 Growth ETF
IWY
|
$6.22M |
Top Sells
Sector Composition
| 1 | Technology | 1.44% |
| 2 | Consumer Discretionary | 1.12% |
| 3 | Communication Services | 0.8% |
| 4 | Materials | 0.37% |
| 5 | Utilities | 0.33% |
