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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$246K 0.06%
+1,285
302
$244K 0.06%
3,392
-657
303
$243K 0.06%
5,192
+80
304
$240K 0.06%
3,944
-5,796
305
$240K 0.06%
1,624
306
$238K 0.06%
1,321
-575
307
$238K 0.06%
+8,450
308
$237K 0.06%
+1,710
309
$237K 0.06%
+5,048
310
$234K 0.06%
+1,713
311
$232K 0.06%
+2,229
312
$226K 0.06%
+5,170
313
$226K 0.06%
+1,771
314
$225K 0.06%
+1,291
315
$224K 0.06%
+8,826
316
$224K 0.06%
3,231
-5,742
317
$222K 0.06%
3,113
-49
318
$219K 0.06%
+3,708
319
$218K 0.06%
3,830
-19,020
320
$218K 0.06%
+6,178
321
$216K 0.06%
+3,816
322
$216K 0.06%
4,532
-8,508
323
$209K 0.05%
+1,083
324
$207K 0.05%
17,905
-1,000
325
$207K 0.05%
+2,150
11 12
13
14 15