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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$360K 0.07%
5,061
+2
252
$360K 0.07%
12,582
-54
253
$359K 0.07%
4,689
-826
254
$358K 0.07%
1,126
+7
255
$353K 0.07%
+11,002
256
$352K 0.07%
1,731
+148
257
$351K 0.07%
22,393
-99
258
$351K 0.07%
10,736
+1,002
259
$348K 0.07%
4,692
-9,457
260
$340K 0.07%
10,150
+550
261
$336K 0.07%
6,742
-482
262
$336K 0.07%
13,950
+889
263
$336K 0.07%
2,192
264
$335K 0.07%
21,011
-100
265
$333K 0.07%
3,462
266
$331K 0.07%
4,161
-783
267
$329K 0.07%
9,045
-21
268
$327K 0.07%
4,057
+393
269
$326K 0.07%
1,209
-1,104
270
$324K 0.06%
2,088
-555
271
$323K 0.06%
11,635
+20
272
$322K 0.06%
10,411
-645
273
$320K 0.06%
11,229
-60
274
$313K 0.06%
3,481
+574
275
$311K 0.06%
1,720
9 10
11
12 13