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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$1.8M
2 +$1.79M
3 +$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1 +$1.85M
2 +$1.8M
3 +$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$242K 0.09%
4,507
+365
227
$240K 0.09%
8,617
+125
228
$239K 0.09%
+8,674
229
$238K 0.09%
1,321
+8
230
$237K 0.09%
1,685
-1,035
231
$236K 0.09%
+1,431
232
$233K 0.09%
7,878
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233
$233K 0.09%
6,965
+1
234
$232K 0.09%
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235
$229K 0.09%
1,952
+1
236
$226K 0.09%
+1,127
237
$226K 0.09%
+1,467
238
$225K 0.09%
19,345
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239
$225K 0.09%
+2,438
240
$224K 0.09%
4,196
241
$224K 0.09%
+1,317
242
$220K 0.08%
470
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243
$217K 0.08%
1,638
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244
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+8,480
245
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4,508
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246
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6,580
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247
$214K 0.08%
2,912
-8
248
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+4,642
249
$213K 0.08%
+6,397
250
$213K 0.08%
2,292
+15