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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$598K 0.09%
3,211
227
$594K 0.09%
10,137
+1
228
$592K 0.09%
11,002
-1,427
229
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-171
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13,737
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231
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8,794
-1,243
232
$586K 0.09%
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233
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-185
234
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235
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236
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19,861
237
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11,613
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238
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11,440
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239
$559K 0.08%
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240
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4,778
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241
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242
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10,475
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245
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246
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20,034
-7,174
248
$515K 0.08%
19,321
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249
$514K 0.08%
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250
$514K 0.08%
21,800
-10,700
8 9
10
11 12