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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$89K 0.04%
+545
252
$89K 0.04%
+4,816
253
$89K 0.04%
+1,000
254
$88K 0.04%
+1,123
255
$86K 0.04%
+5,615
256
$86K 0.04%
+3,900
257
$81K 0.04%
+8,700
258
$81K 0.04%
+4,151
259
$80K 0.04%
+3,044
260
$80K 0.04%
+2,685
261
$79K 0.04%
+3,173
262
$79K 0.04%
17,369
+2,023
263
$78K 0.04%
+687
264
$78K 0.04%
+1,421
265
$77K 0.04%
+1,505
266
$76K 0.04%
+1,245
267
$76K 0.04%
+500
268
$74K 0.03%
+1,530
269
$74K 0.03%
+1,570
270
$73K 0.03%
+2,848
271
$73K 0.03%
+800
272
$72K 0.03%
+1,900
273
$72K 0.03%
+1,800
274
$72K 0.03%
+1,614
275
$71K 0.03%
+3,079
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