VFPW
Vantage Financial Partners (Wisconsin) Portfolio holdings
AUM
$433M
1-Year Return
12.93%
This Quarter Return
+9.59%
1 Year Return
+12.93%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$340M
AUM Growth
+$86M
(+34%)
Cap. Flow
+$62.1M
Cap. Flow
% of AUM
18.24%
Top 10 Holdings %
Top 10 Hldgs %
58.89%
Holding
137
New
53
Increased
59
Reduced
19
Closed
4
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.6M |
| 2 |
Invesco QQQ Trust
QQQ
|
$4.9M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$4.38M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.92M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$3.6M |
Top Sells
Sector Composition
| 1 | Technology | 1.91% |
| 2 | Consumer Discretionary | 0.82% |
| 3 | Communication Services | 0.73% |
| 4 | Industrials | 0.5% |
| 5 | Financials | 0.39% |
