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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$292K 0.08%
+5,911
277
$291K 0.08%
4,484
-2,756
278
$291K 0.08%
5,357
-3,614
279
$289K 0.08%
11,154
-1,001
280
$289K 0.08%
28,350
281
$289K 0.08%
7,512
-429
282
$286K 0.07%
+8,800
283
$284K 0.07%
2,590
-25
284
$279K 0.07%
4,751
-2,188
285
$276K 0.07%
1,945
-300
286
$269K 0.07%
7,897
-961
287
$268K 0.07%
+2,215
288
$263K 0.07%
+11,095
289
$262K 0.07%
+3,147
290
$260K 0.07%
+1,924
291
$258K 0.07%
3,691
-699
292
$258K 0.07%
2,259
-6
293
$258K 0.07%
2,031
-689
294
$257K 0.07%
1,858
-310
295
$256K 0.07%
+9,491
296
$251K 0.07%
6,645
+160
297
$249K 0.06%
+3,714
298
$248K 0.06%
+2,015
299
$246K 0.06%
+3,235
300
$246K 0.06%
2,687
-462
10 11
12
13 14