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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$444K 0.09%
+2,551
227
$442K 0.09%
+15,950
228
$439K 0.09%
+10,474
229
$437K 0.09%
+2,006
230
$434K 0.09%
+49,212
231
$434K 0.09%
+3,651
232
$433K 0.09%
4,631
+1,664
233
$433K 0.09%
7,922
-100
234
$433K 0.09%
3,676
-107
235
$421K 0.09%
+5,898
236
$419K 0.09%
+6,135
237
$416K 0.09%
+3,161
238
$416K 0.09%
+6,946
239
$414K 0.09%
6,366
+2,210
240
$411K 0.09%
7,437
-67
241
$411K 0.09%
1,249
+381
242
$406K 0.08%
4,242
+28
243
$405K 0.08%
1,485
+99
244
$404K 0.08%
20,161
+2,939
245
$403K 0.08%
21,996
+1,147
246
$402K 0.08%
+4,858
247
$394K 0.08%
71,253
-1,890
248
$394K 0.08%
+4,160
249
$392K 0.08%
+35,350
250
$392K 0.08%
+9,402
8 9
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