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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart Inc
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$397K 0.08%
9,761
+1,543
227
$396K 0.08%
14,065
+115
228
$394K 0.08%
10,817
-375
229
$393K 0.08%
4,692
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230
$392K 0.08%
9,026
-19
231
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4,619
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232
$391K 0.08%
11,295
-200
233
$390K 0.08%
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234
$389K 0.08%
10,913
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235
$388K 0.08%
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236
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237
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1,173
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238
$382K 0.08%
4,491
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239
$381K 0.08%
8,094
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240
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3,210
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241
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12,582
242
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23,700
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243
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244
$372K 0.08%
9,527
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245
$367K 0.08%
21,011
246
$366K 0.08%
3,476
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247
$363K 0.08%
9,560
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248
$360K 0.07%
8,320
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249
$358K 0.07%
3,481
250
$358K 0.07%
3,943
+415
8 9
10
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