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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart Inc
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$224K 0.07%
+1,434
277
$224K 0.07%
5,537
-10,099
278
$223K 0.07%
4,360
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279
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280
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281
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282
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283
$212K 0.07%
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284
$211K 0.07%
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285
$210K 0.07%
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286
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287
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288
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289
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290
$203K 0.06%
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291
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292
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293
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294
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295
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296
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1,770
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297
$119K 0.04%
4,230
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298
$97K 0.03%
+10,486
299
$92K 0.03%
19,967
+1,553
300
$83K 0.03%
11,157
+61
10 11
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