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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$325K 0.08%
15,450
-3,950
252
$325K 0.08%
+4,344
253
$324K 0.08%
2,657
-327
254
$322K 0.08%
+8,423
255
$320K 0.08%
6,244
+210
256
$320K 0.08%
3,023
+2
257
$320K 0.08%
5,244
-393
258
$318K 0.08%
13,649
-6,771
259
$318K 0.08%
511
-20
260
$316K 0.08%
9,415
261
$313K 0.08%
4,278
-2,877
262
$313K 0.08%
3,573
-1,128
263
$313K 0.08%
33,636
+400
264
$312K 0.08%
+9,397
265
$308K 0.08%
6,133
-3,448
266
$305K 0.08%
2,159
-217
267
$302K 0.08%
+10,158
268
$301K 0.08%
+1,370
269
$300K 0.08%
+4,925
270
$299K 0.08%
12,415
+551
271
$299K 0.08%
+6,183
272
$295K 0.08%
4,189
-798
273
$295K 0.08%
3,851
-355
274
$294K 0.08%
4,364
+4
275
$293K 0.08%
37,268
9 10
11
12 13