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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$54K 0.03%
+1,990
302
$54K 0.03%
+680
303
$54K 0.03%
+1,116
304
$54K 0.03%
+481
305
$53K 0.02%
+6,350
306
$53K 0.02%
+588
307
$53K 0.02%
+516
308
$53K 0.02%
+2,393
309
$52K 0.02%
+500
310
$52K 0.02%
+975
311
$52K 0.02%
+1,038
312
$52K 0.02%
+2,120
313
$51K 0.02%
+422
314
$51K 0.02%
+1,000
315
$51K 0.02%
+953
316
$51K 0.02%
+2,517
317
$50K 0.02%
224
-1,007
318
$49K 0.02%
+1,256
319
$49K 0.02%
+230
320
$49K 0.02%
+3,000
321
$49K 0.02%
+1,000
322
$49K 0.02%
+1,300
323
$49K 0.02%
+933
324
$49K 0.02%
+4,800
325
$48K 0.02%
+947
11 12
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