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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$212K 0.08%
+4,702
252
$212K 0.08%
2,989
+19
253
$212K 0.08%
2,752
-188
254
$210K 0.08%
4,605
-1,010
255
$205K 0.08%
1,860
+2
256
$204K 0.08%
10,006
+680
257
$200K 0.08%
+1,229
258
$200K 0.08%
+7,522
259
$200K 0.08%
+2,499
260
$192K 0.07%
+10,063
261
$191K 0.07%
18,850
262
$187K 0.07%
630
+119
263
$176K 0.07%
3,823
-134
264
$134K 0.05%
2,100
+330
265
$132K 0.05%
2,932
266
$124K 0.05%
15,159
+110
267
$108K 0.04%
11,067
+28
268
$103K 0.04%
11,677
-714
269
$89K 0.03%
+14,000
270
$80K 0.03%
1,442
271
$43K 0.02%
127
272
$18K 0.01%
29,320
+470
273
– –
-1,143
274
– –
-2,737
275
– –
-5,515
8 9 10
11
12