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
+42
233
$233K 0.09%
6,965
+1
234
$232K 0.09%
+2,471
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
+1,500
239
$225K 0.09%
+2,438
240
$224K 0.09%
4,196
241
$224K 0.09%
+1,317
242
$220K 0.08%
470
-30
243
$217K 0.08%
1,638
-22
244
$216K 0.08%
+8,480
245
$215K 0.08%
4,508
-568
246
$214K 0.08%
6,580
+671
247
$214K 0.08%
2,912
-8
248
$213K 0.08%
+4,642
249
$213K 0.08%
+6,397
250
$213K 0.08%
2,292
+15
8 9
10
11 12