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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$71K 0.03%
+706
277
$70K 0.03%
+2,052
278
$69K 0.03%
+1,600
279
$68K 0.03%
+3,400
280
$66K 0.03%
+1,500
281
$64K 0.03%
+821
282
$64K 0.03%
+4,850
283
$63K 0.03%
+3,932
284
$63K 0.03%
+1,920
285
$61K 0.03%
+862
286
$61K 0.03%
+2,800
287
$60K 0.03%
224
-6,203
288
$60K 0.03%
+2,224
289
$60K 0.03%
+2,098
290
$59K 0.03%
+4,536
291
$59K 0.03%
+637
292
$59K 0.03%
+2,750
293
$58K 0.03%
+7,141
294
$58K 0.03%
+1,059
295
$57K 0.03%
868
-3,085
296
$57K 0.03%
+779
297
$56K 0.03%
+2,000
298
$56K 0.03%
+394
299
$55K 0.03%
+1,070
300
$55K 0.03%
+830
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