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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$603K
2 +$266K
3 +$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$220K 0.08%
494
252
$218K 0.08%
2,513
253
$217K 0.08%
2,444
254
$216K 0.08%
12,850
255
$216K 0.08%
1,417
256
$214K 0.08%
4,507
257
$214K 0.08%
1,952
258
$214K 0.08%
857
259
$214K 0.08%
1,879
260
$213K 0.08%
4,271
261
$213K 0.08%
6,881
262
$213K 0.08%
8,102
263
$211K 0.08%
1,446
264
$210K 0.08%
1,872
265
$208K 0.07%
8,765
266
$207K 0.07%
4,355
-300
267
$207K 0.07%
2,502
268
$207K 0.07%
8,245
269
$206K 0.07%
1,063
270
$204K 0.07%
1,052
271
$204K 0.07%
1,359
272
$203K 0.07%
11,851
273
$200K 0.07%
2,883
274
$186K 0.07%
19,475
275
$145K 0.05%
3,823