VFPW
Vantage Financial Partners (Wisconsin) Portfolio holdings
AUM
$433M
1-Year Return
12.93%
This Quarter Return
+6.09%
1 Year Return
+12.93%
3 Year Return
+42.47%
5 Year Return
–
10 Year Return
–
AUM
$403M
AUM Growth
+$17.9M
(+4.6%)
Cap. Flow
-$5.05M
Cap. Flow
% of AUM
-1.25%
Top 10 Holdings %
Top 10 Hldgs %
61.94%
Holding
200
New
49
Increased
70
Reduced
63
Closed
7
Top Buys
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$11.8M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$9.36M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$7.57M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$7.21M |
| 5 |
Invesco QQQ Trust
QQQ
|
$5.78M |
Sector Composition
| 1 | Technology | 3.19% |
| 2 | Financials | 1.27% |
| 3 | Industrials | 1.15% |
| 4 | Healthcare | 0.95% |
| 5 | Communication Services | 0.9% |
