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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart Inc
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$257K 0.08%
+3,644
252
$253K 0.08%
19,400
+6,550
253
$252K 0.08%
+4,395
254
$252K 0.08%
3,021
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255
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1,521
-9,039
256
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1,785
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257
$243K 0.08%
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258
$242K 0.08%
+2,245
259
$241K 0.08%
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260
$240K 0.08%
2,984
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261
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262
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263
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264
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11,864
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265
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266
$233K 0.07%
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269
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$229K 0.07%
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272
$227K 0.07%
3,655
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273
$227K 0.07%
1,283
-550
274
$227K 0.07%
3,206
+762
275
$225K 0.07%
2,265
-806
9 10
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