VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.87M
3
+$1.49M
4
WLK icon
Westlake Corp
WLK
+$1.4M
5
CBRE icon
CBRE Group
CBRE
+$1.34M

Top Sells

1
+$3.7M
2
+$3.64M
3
+$3.44M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.91M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$420K 0.07%
8,436
-1,026
277
$419K 0.07%
627
-61
278
$418K 0.07%
6,565
+754
279
$416K 0.07%
1,674
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280
$414K 0.07%
3,462
281
$412K 0.07%
2,598
-50
282
$409K 0.07%
10,899
283
$407K 0.07%
8,878
-179
284
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6,592
-46
285
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7,198
-200
286
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2,191
287
$397K 0.06%
1,720
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288
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21,111
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289
$390K 0.06%
6,491
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290
$388K 0.06%
10,118
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291
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12,636
292
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293
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294
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10,688
295
$371K 0.06%
2,982
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296
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898
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297
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4,343
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298
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12,284
+1,258
299
$363K 0.06%
7,018
-3,984
300
$360K 0.06%
4,200
-200
10 11
12
13 14