VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.49%
This Quarter Est. Return
1 Year Est. Return
+24.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$118K 0.06%
+927
227
$117K 0.05%
+1,485
228
$116K 0.05%
+2,715
229
$112K 0.05%
9,994
-1,706
230
$112K 0.05%
+1,020
231
$112K 0.05%
+2,101
232
$112K 0.05%
2,757
-46
233
$111K 0.05%
+4,346
234
$110K 0.05%
7,455
-41,470
235
$106K 0.05%
+2,810
236
$106K 0.05%
+2,399
237
$106K 0.05%
+5,218
238
$102K 0.05%
+923
239
$101K 0.05%
+1,614
240
$101K 0.05%
+3,252
241
$100K 0.05%
+1,671
242
$98K 0.05%
+8,856
243
$95K 0.04%
10,941
244
$95K 0.04%
+3,174
245
$94K 0.04%
+300
246
$93K 0.04%
+3,400
247
$92K 0.04%
+700
248
$92K 0.04%
+200
249
$90K 0.04%
+2,250
250
$90K 0.04%
+1,721
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