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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$356K 0.07%
+6,940
252
$355K 0.07%
10,829
253
$352K 0.07%
3,481
254
$348K 0.07%
8,313
-7
255
$347K 0.07%
3,816
+260
256
$347K 0.07%
+13,299
257
$344K 0.06%
1,029
258
$344K 0.06%
8,710
259
$342K 0.06%
+5,058
260
$340K 0.06%
6,670
+1,544
261
$338K 0.06%
+8,386
262
$336K 0.06%
7,413
-681
263
$335K 0.06%
+7,002
264
$334K 0.06%
26,526
+696
265
$333K 0.06%
3,095
+339
266
$332K 0.06%
1,054
-43
267
$331K 0.06%
5,471
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268
$331K 0.06%
9,713
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269
$331K 0.06%
10,176
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270
$330K 0.06%
5,292
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271
$330K 0.06%
10,251
-2,533
272
$327K 0.06%
10,591
+65
273
$326K 0.06%
3,283
-339
274
$322K 0.06%
2,459
+7
275
$322K 0.06%
3,892
+625
9 10
11
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