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
$450M
AUM Growth
-$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$3.91M
3 +$3.69M
4
DIS icon
Walt Disney
DIS
+$3.32M
5
MSFT icon
Microsoft
MSFT
+$867K

Top Sells

1 +$17.6M
2 +$5.43M
3 +$161K

Sector Composition

1 Technology 24.11%
2 Financials 21.48%
3 Healthcare 15.33%
4 Communication Services 9.84%
5 Consumer Discretionary 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$504K 0.11%
8,000
27
$416K 0.09%
9,050
28
$343K 0.08%
672
-34,387
29
$269K 0.06%
2,000
30
$259K 0.06%
1,486
+14
31
$21K ﹤0.01%
+10,000