VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
1-Year Return
24.49%
This Quarter Return
+7%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$216M
AUM Growth
+$37.6M
(+21%)
Cap. Flow
+$34.3M
Cap. Flow
% of AUM
15.83%
Top 10 Holdings %
Top 10 Hldgs %
27.33%
Holding
247
New
47
Increased
103
Reduced
58
Closed
19
Top Buys
| 1 |
Apple
AAPL
|
$10.1M |
| 2 |
Invesco QQQ Trust
QQQ
|
$3.8M |
| 3 |
Amazon
AMZN
|
$2.77M |
| 4 |
Amgen
AMGN
|
$2.62M |
| 5 |
Bank of America
BAC
|
$2.08M |
Top Sells
| 1 |
Lear
LEA
|
$2.91M |
| 2 |
Cognizant
CTSH
|
$2.44M |
| 3 |
Magna International
MGA
|
$2.02M |
| 4 |
Meta Platforms (Facebook)
META
|
$1.91M |
| 5 |
Chemours
CC
|
$1.75M |
Sector Composition
| 1 | Technology | 13.05% |
| 2 | Financials | 11.25% |
| 3 | Industrials | 8.54% |
| 4 | Healthcare | 7.64% |
| 5 | Consumer Discretionary | 5.14% |
