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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$491K 0.08%
10,075
-50
277
$491K 0.08%
8,261
+1,105
278
$491K 0.08%
5,247
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279
$490K 0.08%
2,956
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280
$485K 0.08%
8,981
-1,758
281
$484K 0.08%
15,550
-200
282
$478K 0.08%
10,196
-17
283
$475K 0.08%
2,795
+35
284
$474K 0.08%
2,432
+193
285
$471K 0.08%
1,945
286
$467K 0.07%
14,250
-3,900
287
$466K 0.07%
+6,453
288
$465K 0.07%
+14,860
289
$464K 0.07%
32,532
+12,025
290
$463K 0.07%
+9,710
291
$461K 0.07%
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292
$461K 0.07%
11,520
293
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13,649
-37,194
294
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5,551
295
$453K 0.07%
2,607
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296
$450K 0.07%
16,911
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297
$448K 0.07%
2,730
+218
298
$447K 0.07%
3,025
-16
299
$443K 0.07%
+13,840
300
$436K 0.07%
+3,282
10 11
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