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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$359K 0.07%
15,627
-989
277
$356K 0.07%
+3,283
278
$355K 0.07%
+2,429
279
$352K 0.07%
+2,760
280
$351K 0.07%
+6,357
281
$350K 0.07%
1,516
+408
282
$348K 0.07%
+2,898
283
$348K 0.07%
1,945
+45
284
$347K 0.07%
+4,450
285
$347K 0.07%
+2,888
286
$346K 0.07%
+16,885
287
$341K 0.07%
+1,122
288
$339K 0.07%
+3,690
289
$336K 0.07%
2,803
+264
290
$332K 0.07%
+5,352
291
$330K 0.07%
+6,581
292
$328K 0.07%
+5,623
293
$326K 0.07%
+28,709
294
$323K 0.07%
+9,909
295
$322K 0.07%
+6,059
296
$321K 0.07%
+4,850
297
$316K 0.07%
7,532
-471
298
$314K 0.06%
+2,237
299
$306K 0.06%
+3,454
300
$304K 0.06%
5,079
-371
10 11
12
13 14