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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$375K 0.1%
+4,530
227
$373K 0.1%
5,175
-2,700
228
$372K 0.1%
6,018
+824
229
$371K 0.1%
11,116
-2,549
230
$370K 0.1%
8,402
+450
231
$368K 0.1%
4,464
-320
232
$368K 0.1%
+6,945
233
$363K 0.09%
8,419
+100
234
$362K 0.09%
6,161
-326
235
$359K 0.09%
4,747
-1,619
236
$358K 0.09%
9,541
-12,991
237
$356K 0.09%
+3,743
238
$353K 0.09%
3,055
-836
239
$352K 0.09%
1,949
-100
240
$346K 0.09%
4,815
+515
241
$346K 0.09%
+1,049
242
$344K 0.09%
+12,228
243
$341K 0.09%
3,892
-348
244
$338K 0.09%
+8,843
245
$333K 0.09%
6,861
+5,091
246
$331K 0.09%
+3,093
247
$331K 0.09%
27,048
-7,506
248
$329K 0.09%
11,822
249
$327K 0.08%
+2,688
250
$326K 0.08%
+9,432
8 9
10
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