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
$245M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$1.84M
2 +$133K
3 +$131K
4
MMM icon
3M
MMM
+$125K
5
JPM icon
JPMorgan Chase
JPM
+$113K

Top Sells

1 +$1.67M
2 +$1.61M
3 +$1.18M
4
V icon
Visa
V
+$1.09M

Sector Composition

1 Technology 16.03%
2 Financials 15.59%
3 Industrials 13.95%
4 Healthcare 10.44%
5 Consumer Discretionary 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$221K 0.09%
8,000