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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$603K
2 +$266K
3 +$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$255K 0.09%
5,019
227
$255K 0.09%
3,270
228
$251K 0.09%
1,770
229
$251K 0.09%
1,949
230
$250K 0.09%
1,684
231
$250K 0.09%
11,008
232
$248K 0.09%
9,817
233
$246K 0.09%
2,685
234
$245K 0.09%
2,083
235
$245K 0.09%
1,955
236
$241K 0.09%
18,414
237
$241K 0.09%
8,585
238
$240K 0.09%
1,783
239
$240K 0.09%
2,960
240
$239K 0.09%
2,593
241
$237K 0.08%
5,805
242
$236K 0.08%
1,409
243
$231K 0.08%
1,953
244
$231K 0.08%
1,460
245
$226K 0.08%
6,334
246
$226K 0.08%
2,271
247
$225K 0.08%
3,152
248
$225K 0.08%
3,643
249
$225K 0.08%
4,346
250
$224K 0.08%
8,658