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
$278M
AUM Growth
+$42.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$7.64M
3 +$713K
4
AVGO icon
Broadcom
AVGO
+$252K
5
BMY icon
Bristol-Myers Squibb
BMY
+$5.59K

Top Sells

1 +$8.47M
2 +$3.29M
3 +$2.96M
4
UPS icon
United Parcel Service
UPS
+$406K
5
BLK icon
Blackrock
BLK
+$245K

Sector Composition

1 Technology 16.78%
2 Healthcare 16.46%
3 Financials 16.25%
4 Communication Services 12.45%
5 Industrials 11.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$252K 0.09%
+8,000
27
-142,692