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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart Inc
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$302K 0.06%
+3,640
277
$302K 0.06%
30,932
+18,630
278
$301K 0.06%
4,438
-2,679
279
$300K 0.06%
25,830
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280
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12,528
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281
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282
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283
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284
$290K 0.06%
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285
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286
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14,784
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287
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288
$282K 0.06%
6,444
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289
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+4,444
290
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291
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293
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294
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5,877
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295
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837
296
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586
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297
$258K 0.05%
30,050
-15,400
298
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1,111
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299
$257K 0.05%
3,263
+251
300
$256K 0.05%
4,122
+3
10 11
12
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