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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$2.03M
3
+$1.86M
4
AFL icon
Aflac
AFL
+$1.85M
5
WPC icon
W.P. Carey
WPC
+$1.53M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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-3,054
302
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303
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304
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-12,659
305
– –
-8,674
306
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-7,152
307
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-40,571
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