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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$186K 0.07%
19,475
+130
277
$145K 0.05%
3,823
278
$143K 0.05%
2,932
279
$134K 0.05%
+14,763
280
$127K 0.05%
15,433
+274
281
$122K 0.04%
14,000
282
$114K 0.04%
+10,990
283
$107K 0.04%
11,677
284
$107K 0.04%
11,096
+29
285
$90K 0.03%
1,442
286
$35K 0.01%
123
-4
287
$26K 0.01%
44,500
+15,180
288
– –
-76,509
289
– –
-4,642
290
– –
-7,878
291
– –
-12,867
292
– –
-1,685
293
– –
-8,032
294
– –
-6,580
295
– –
-1,229
296
– –
-4,605
297
– –
-2,354
298
– –
-98,782
299
– –
-2,752
300
– –
-10,063
9 10 11
12
13