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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$291K 0.09%
+11,822
227
$284K 0.09%
3,149
+471
228
$284K 0.09%
9,415
-42
229
$282K 0.09%
2,049
+94
230
$282K 0.09%
+14,360
231
$281K 0.09%
+1,896
232
$279K 0.09%
37,268
+22,505
233
$277K 0.09%
28,350
+3,300
234
$277K 0.09%
+1,790
235
$276K 0.09%
+26,435
236
$275K 0.09%
+7,875
237
$274K 0.09%
+6,648
238
$274K 0.09%
33,236
-949
239
$272K 0.09%
2,720
+771
240
$271K 0.08%
+10,988
241
$270K 0.08%
4,206
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242
$270K 0.08%
+2,769
243
$269K 0.08%
+9,229
244
$269K 0.08%
+3,358
245
$268K 0.08%
+940
246
$268K 0.08%
12,904
+4,319
247
$267K 0.08%
+836
248
$264K 0.08%
+4,298
249
$263K 0.08%
+2,615
250
$259K 0.08%
+531
8 9
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