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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$391K 0.08%
+10,546
252
$389K 0.08%
+2,699
253
$389K 0.08%
+11,822
254
$388K 0.08%
+7,215
255
$386K 0.08%
+1,966
256
$382K 0.08%
+4,471
257
$381K 0.08%
+12,400
258
$378K 0.08%
5,489
-2,390
259
$378K 0.08%
+899
260
$377K 0.08%
+3,893
261
$375K 0.08%
+2,478
262
$375K 0.08%
+3,866
263
$374K 0.08%
+4,349
264
$373K 0.08%
+7,110
265
$372K 0.08%
5,250
-150
266
$372K 0.08%
45,204
+23,403
267
$371K 0.08%
19,703
+683
268
$369K 0.08%
+9,236
269
$364K 0.08%
5,389
+2,013
270
$363K 0.08%
3,810
-100
271
$363K 0.08%
+9,415
272
$362K 0.07%
+5,283
273
$360K 0.07%
+4,976
274
$360K 0.07%
+9,590
275
$359K 0.07%
+2,239
9 10
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