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
$269M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1 +$337K
2 +$250K
3 +$209K
4
SWKS icon
Skyworks Solutions
SWKS
+$205K
5
NKE icon
Nike
NKE
+$203K

Top Sells

1 +$1.63M
2 +$394K
3 +$388K
4
PG icon
Procter & Gamble
PG
+$273K
5
JPM icon
JPMorgan Chase
JPM
+$250K

Sector Composition

1 Technology 16.29%
2 Financials 15.87%
3 Industrials 12.81%
4 Healthcare 12.05%
5 Consumer Discretionary 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$250K 0.09%
+3,900
27
$244K 0.09%
4,000
28
$209K 0.08%
+1,600
29
$205K 0.08%
+1,700
30
$203K 0.08%
+2,000
31
-2,195