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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$365K 0.07%
21,111
277
$365K 0.07%
1,947
-49
278
$364K 0.07%
7,777
-1,515
279
$363K 0.07%
3,184
-3,398
280
$362K 0.07%
4,029
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281
$358K 0.07%
2,571
-792
282
$356K 0.07%
11,289
+390
283
$355K 0.07%
12,636
284
$354K 0.07%
2,357
-279
285
$354K 0.07%
9,827
-100
286
$352K 0.07%
3,462
287
$351K 0.07%
11,157
+1,039
288
$346K 0.07%
+6,238
289
$344K 0.06%
11,615
-17,960
290
$341K 0.06%
+4,867
291
$338K 0.06%
13,061
+3,314
292
$333K 0.06%
9,600
293
$331K 0.06%
3,664
294
$324K 0.06%
4,578
-3,069
295
$322K 0.06%
2,278
+1
296
$319K 0.06%
13,028
+4,980
297
$317K 0.06%
17,525
+1,004
298
$316K 0.06%
6,242
-776
299
$313K 0.06%
7,214
-2,418
300
$313K 0.06%
12,550
+266
10 11
12
13 14