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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$309K 0.06%
2,290
-2,153
277
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625
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278
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286
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287
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1,202
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298
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24,644
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299
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10,484
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300
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4,951
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