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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$225K 0.08%
+3,152
252
$224K 0.08%
8,658
+178
253
$220K 0.08%
494
+24
254
$218K 0.08%
2,513
+75
255
$217K 0.08%
+2,444
256
$216K 0.08%
+12,850
257
$216K 0.08%
1,417
-14
258
$214K 0.08%
4,507
259
$214K 0.08%
+1,952
260
$214K 0.08%
+857
261
$214K 0.08%
+1,879
262
$213K 0.08%
4,271
+75
263
$213K 0.08%
6,881
-84
264
$213K 0.08%
+8,102
265
$211K 0.08%
1,446
-6,669
266
$210K 0.08%
1,872
+12
267
$208K 0.07%
+8,765
268
$207K 0.07%
4,655
-46
269
$207K 0.07%
+2,502
270
$207K 0.07%
8,245
+723
271
$206K 0.07%
1,063
-64
272
$204K 0.07%
+1,052
273
$204K 0.07%
1,359
+38
274
$203K 0.07%
11,851
+1,845
275
$200K 0.07%
2,883
-29
9 10
11
12 13