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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$408K 0.08%
4,871
+1,837
252
$407K 0.08%
5,243
+377
253
$407K 0.08%
1,687
+13
254
$407K 0.08%
11,236
-272
255
$406K 0.08%
2,643
+352
256
$405K 0.08%
+11,795
257
$405K 0.08%
5,324
+389
258
$403K 0.08%
7,224
+26
259
$399K 0.08%
11,056
+898
260
$394K 0.07%
1,119
+325
261
$393K 0.07%
22,492
+988
262
$389K 0.07%
5,059
+295
263
$384K 0.07%
43,050
+6,700
264
$384K 0.07%
1,402
265
$383K 0.07%
14,650
-50
266
$383K 0.07%
8,780
267
$381K 0.07%
2,207
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268
$378K 0.07%
9,660
-3,478
269
$376K 0.07%
19,496
-5,401
270
$373K 0.07%
1,720
271
$370K 0.07%
3,976
272
$370K 0.07%
8,160
+1,316
273
$370K 0.07%
2,192
+1
274
$368K 0.07%
3,237
+19
275
$368K 0.07%
4,944
+973
9 10
11
12 13