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
$197M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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