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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$469K 0.09%
2,277
+127
227
$468K 0.09%
11,115
228
$465K 0.09%
12,414
-681
229
$465K 0.09%
+10,139
230
$460K 0.09%
9,460
-600
231
$457K 0.09%
9,066
-22
232
$457K 0.09%
+8,003
233
$449K 0.08%
4,533
+34
234
$442K 0.08%
3,957
+733
235
$441K 0.08%
11,047
-500
236
$441K 0.08%
3,883
+121
237
$438K 0.08%
2,862
+264
238
$436K 0.08%
4,780
+240
239
$433K 0.08%
4,275
-206
240
$433K 0.08%
7,471
+46
241
$430K 0.08%
+35,801
242
$430K 0.08%
4,301
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243
$429K 0.08%
5,419
-31
244
$427K 0.08%
3,383
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245
$422K 0.08%
1,713
-43
246
$422K 0.08%
4,633
-313
247
$421K 0.08%
+20,157
248
$416K 0.08%
5,515
+1,034
249
$412K 0.08%
8,588
+4,294
250
$409K 0.08%
+14,165
8 9
10
11 12