VW
Vantage Wealth Portfolio holdings
AUM
$463M
1-Year Est. Return
18.71%
1 Year Est. Return
+18.71%
AUM
$463M
AUM Growth
+$2.79M
(+0.61%)
Holding
30
Top Buys
| 1 | +$2.79M | |
| 2 | +$2.78M | |
| 3 | +$1.72M | |
| 4 |
Honeywell
HON
|
+$1.51M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$750K |
Top Sells
| 1 | +$6.06M | |
| 2 | +$3.47M | |
| 3 | +$1.68M | |
| 4 |
Medtronic
MDT
|
+$937K |
| 5 |
Amgen
AMGN
|
+$556K |
Sector Composition
| 1 | Technology | 25.61% |
| 2 | Financials | 17.93% |
| 3 | Healthcare | 12.38% |
| 4 | Industrials | 12.22% |
| 5 | Energy | 8.38% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Costco
COST
$428B
| $735K | 0.16% |
852
|
|
||
27
TJX Companies
TJX
$175B
| $614K | 0.13% |
4,000
|
|
||
28
Avery Dennison
AVY
$14.6B
| $268K | 0.06% |
1,472
|
|
||
29
Arrowhead Research
ARWR
$8.9B
| $249K | 0.05% |
+3,750
|
|
||
30
Lindblad Expeditions
LIND
$899M
| $173K | 0.04% |
12,000
|
|