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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$92K 0.04%
1,442
-100
227
$49K 0.02%
22,704
-2,485
228
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-2,833
229
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-7,464
230
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-3,951
231
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-38,029
232
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-4,587
233
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-29,928
234
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-7,735
235
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236
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237
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-33,103
238
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239
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240
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241
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242
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243
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244
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-11,390
246
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6 7 8 9
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