VW

Vantage Wealth Portfolio holdings

AUM $463M
1-Year Est. Return 18.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.71%
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 +$8.42M
2 +$8.42M
3 +$8.24M
4
MMM icon
3M
MMM
+$279K
5
UPS icon
United Parcel Service
UPS
+$212K

Top Sells

1 +$10.3M
2 +$3.02M
3 +$98.8K
4
PG icon
Procter & Gamble
PG
+$95.9K
5
V icon
Visa
V
+$27.8K

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