VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.87M
3
+$1.49M
4
WLK icon
Westlake Corp
WLK
+$1.4M
5
CBRE icon
CBRE Group
CBRE
+$1.34M

Top Sells

1
+$3.7M
2
+$3.64M
3
+$3.44M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.91M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$556K 0.09%
1,680
-330
227
$555K 0.09%
18,878
-443
228
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10,583
-263
229
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7,647
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230
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2,150
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231
$548K 0.09%
3,976
232
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5,450
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233
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234
$536K 0.09%
4,946
-17,744
235
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20,500
-1,300
236
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5,320
237
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10,637
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238
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22,726
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239
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3,378
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240
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242
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243
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244
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246
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247
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2,623
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9,632
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249
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-284
250
$482K 0.08%
9,600
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8 9
10
11 12