VPP
Vertex Planning Partners Portfolio holdings
AUM
$479M
This Quarter Return
+7.43%
1 Year Return
+11.36%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$256M
AUM Growth
–
Cap. Flow
+$256M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
62.86%
Holding
140
New
140
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$36.1M |
| 2 |
WisdomTree US Total Dividend Fund
DTD
|
$30.9M |
| 3 |
WisdomTree Global High Dividend Fund
DEW
|
$23.7M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$19.6M |
| 5 |
WisdomTree International High Dividend Fund
DTH
|
$13.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.75% |
| 2 | Healthcare | 1.62% |
| 3 | Consumer Staples | 1.28% |
| 4 | Financials | 0.95% |
| 5 | Consumer Discretionary | 0.76% |
