VW

Vantage Wealth Portfolio holdings

AUM $460M
1-Year Est. Return 17.86%
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
-$37.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$7.62M
2 +$6.36M
3 +$1.43M
4
AVGO icon
Broadcom
AVGO
+$203K
5
CL icon
Colgate-Palmolive
CL
+$171K

Top Sells

1 +$8.92M
2 +$8.45M
3 +$7.86M
4
AMZN icon
Amazon
AMZN
+$2.17M
5
V icon
Visa
V
+$2.1M

Sector Composition

1 Financials 17.14%
2 Technology 16.11%
3 Industrials 14.81%
4 Healthcare 9.05%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-138,712
27
-160,829