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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$631K 0.1%
7,391
+1,237
227
$622K 0.1%
14,177
-28
228
$617K 0.1%
+22,863
229
$613K 0.1%
25,358
+2,831
230
$612K 0.1%
5,100
+206
231
$610K 0.1%
4,438
+288
232
$603K 0.1%
5,331
-248
233
$602K 0.1%
22,400
-500
234
$601K 0.1%
+13,617
235
$600K 0.1%
5,731
-1,016
236
$599K 0.1%
3,921
+946
237
$597K 0.1%
8,762
-13,025
238
$594K 0.09%
26,874
+15,215
239
$593K 0.09%
5,980
+80
240
$588K 0.09%
12,605
+275
241
$584K 0.09%
4,547
+1,017
242
$578K 0.09%
10,409
+935
243
$577K 0.09%
+1,850
244
$572K 0.09%
6,242
+1,387
245
$571K 0.09%
10,326
+6,071
246
$570K 0.09%
10,635
-1,383
247
$568K 0.09%
5,300
+9
248
$565K 0.09%
9,314
+1,152
249
$562K 0.09%
+26,600
250
$558K 0.09%
18,400
-1,500
8 9
10
11 12