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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-614
277
– –
-210
278
– –
-1,317
279
– –
-500
280
– –
-200
281
– –
-933
282
– –
-5,218
283
– –
-250
284
– –
-2,120
285
– –
-170
286
– –
-115
287
– –
-300
288
– –
-1,085
289
– –
-1,200
290
– –
0
291
– –
0
292
– –
-83
293
– –
-300
294
– –
-2,025
295
– –
-1,729
296
– –
-275
297
– –
-5,304
298
– –
-337
299
– –
-1,500
300
– –
-300
10 11
12
13 14