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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$558K 0.09%
10,000
252
$557K 0.09%
3,696
-1,055
253
$554K 0.09%
10,805
+4,435
254
$553K 0.09%
3,953
+352
255
$552K 0.09%
48,600
+4,684
256
$546K 0.09%
19,821
+4,280
257
$545K 0.09%
5,325
-884
258
$537K 0.09%
11,886
+3,171
259
$537K 0.09%
2,215
-28
260
$537K 0.09%
2,087
+138
261
$533K 0.08%
3,286
-33
262
$532K 0.08%
8,645
-262
263
$531K 0.08%
5,782
-721
264
$528K 0.08%
5,808
+2,808
265
$526K 0.08%
7,250
-1,362
266
$523K 0.08%
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267
$522K 0.08%
3,925
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268
$519K 0.08%
8,646
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269
$515K 0.08%
10,522
-2,359
270
$509K 0.08%
11,761
-59
271
$506K 0.08%
11,342
-20
272
$502K 0.08%
5,047
+443
273
$500K 0.08%
5,482
+334
274
$499K 0.08%
1,763
+858
275
$497K 0.08%
7,266
+854
9 10
11
12 13