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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.09%
3,928
-711
227
$256K 0.09%
5,073
+565
228
$255K 0.09%
5,019
+317
229
$255K 0.09%
3,270
230
$251K 0.09%
1,770
+132
231
$251K 0.09%
+1,949
232
$250K 0.09%
1,684
+58
233
$250K 0.09%
11,008
-114
234
$248K 0.09%
+9,817
235
$246K 0.09%
2,685
-26
236
$245K 0.09%
2,083
+49
237
$245K 0.09%
1,955
-18
238
$241K 0.09%
18,414
239
$241K 0.09%
8,585
-32
240
$240K 0.09%
1,783
-90
241
$240K 0.09%
2,960
-29
242
$239K 0.09%
2,593
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243
$237K 0.08%
5,805
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244
$236K 0.08%
1,409
+92
245
$231K 0.08%
1,953
+1
246
$231K 0.08%
1,460
-7
247
$226K 0.08%
422
-4
248
$226K 0.08%
2,271
-21
249
$225K 0.08%
+4,346
250
$225K 0.08%
+3,643
8 9
10
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