VFPW
Vantage Financial Partners (Wisconsin) Portfolio holdings
AUM
$433M
1-Year Return
12.93%
This Quarter Return
+1.45%
1 Year Return
+12.93%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$385M
AUM Growth
+$13.7M
(+3.7%)
Cap. Flow
+$9.08M
Cap. Flow
% of AUM
2.36%
Top 10 Holdings %
Top 10 Hldgs %
58.9%
Holding
160
New
17
Increased
66
Reduced
59
Closed
9
Top Buys
| 1 |
iShares Large Cap Deep Buffer ETF
IVVB
|
$8.47M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.22M |
| 3 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$1.76M |
| 4 |
Fidelity Value Factor ETF
FVAL
|
$1.33M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.12M |
Top Sells
Sector Composition
| 1 | Technology | 2.09% |
| 2 | Industrials | 1.07% |
| 3 | Financials | 0.88% |
| 4 | Consumer Discretionary | 0.8% |
| 5 | Communication Services | 0.74% |
