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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$567K 0.1%
3,976
-111
227
$564K 0.1%
18,150
-1,901
228
$561K 0.1%
9,090
-700
229
$559K 0.1%
+2,975
230
$559K 0.1%
12,881
+555
231
$555K 0.1%
12,330
+43
232
$552K 0.1%
9,474
-54
233
$550K 0.1%
8,612
234
$546K 0.1%
4,150
+499
235
$542K 0.1%
10,000
236
$542K 0.1%
10,739
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237
$541K 0.1%
7,644
+2,255
238
$540K 0.1%
5,660
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239
$538K 0.1%
1,524
+275
240
$531K 0.1%
19,900
-1,100
241
$530K 0.1%
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242
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243
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838
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244
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+9,495
245
$498K 0.09%
10,000
246
$496K 0.09%
2,485
-113
247
$496K 0.09%
3,111
-50
248
$495K 0.09%
3,710
-100
249
$494K 0.09%
2,243
+40
250
$487K 0.09%
8,089
+1,143
8 9
10
11 12