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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$482K 0.09%
+7,411
252
$480K 0.09%
4,142
-199
253
$479K 0.09%
+10,125
254
$477K 0.09%
1,660
+200
255
$476K 0.09%
6,154
+256
256
$476K 0.09%
+6,651
257
$474K 0.09%
+11,820
258
$469K 0.09%
+10,213
259
$466K 0.09%
+11,362
260
$465K 0.09%
3,601
-75
261
$464K 0.09%
19,593
-568
262
$463K 0.09%
+7,052
263
$456K 0.08%
3,319
+106
264
$448K 0.08%
15,750
-200
265
$448K 0.08%
+5,148
266
$444K 0.08%
11,520
-302
267
$444K 0.08%
5,551
+1
268
$444K 0.08%
25,633
+5,930
269
$443K 0.08%
1,800
+315
270
$443K 0.08%
3,530
+770
271
$441K 0.08%
+5,315
272
$433K 0.08%
8,162
-1,074
273
$433K 0.08%
19,069
+9,524
274
$427K 0.08%
+3,930
275
$426K 0.08%
2,239
9 10
11
12 13