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
$242M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1 +$8.54M
2 +$8.02M
3 +$7.9M
4
MMM icon
3M
MMM
+$262K
5
ARWR icon
Arrowhead Research
ARWR
+$235K

Top Sells

1 +$10.3M
2 +$3.14M
3 +$106K
4
PG icon
Procter & Gamble
PG
+$98.8K
5
V icon
Visa
V
+$29.5K

Sector Composition

1 Financials 16.25%
2 Technology 15.52%
3 Industrials 13.58%
4 Healthcare 10.67%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$212K 0.09%
4,000
27
-119,820