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
$372M
AUM Growth
+$60.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1 +$13.3M
2 +$1.76M
3 +$275K
4
JNJ icon
Johnson & Johnson
JNJ
+$273K
5
AMGN icon
Amgen
AMGN
+$258K

Top Sells

1 +$1.32M
2 +$973K
3 +$705K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$75.4K

Sector Composition

1 Financials 20.62%
2 Technology 19.75%
3 Healthcare 17.33%
4 Communication Services 12.22%
5 Industrials 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$562K 0.15%
6,420
27
$454K 0.12%
3,110
28
$350K 0.09%
8,000
29
$299K 0.08%
1,096
30
$283K 0.08%
2,000
31
$248K 0.07%
1,600