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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$304K 0.06%
+3,430
302
$296K 0.06%
2,235
-200
303
$295K 0.06%
+1,321
304
$293K 0.06%
2,177
+344
305
$292K 0.06%
20,056
+215
306
$290K 0.06%
+6,922
307
$289K 0.06%
+1,950
308
$289K 0.06%
+5,732
309
$284K 0.06%
+3,015
310
$282K 0.06%
+2,118
311
$280K 0.06%
2,896
+20
312
$278K 0.06%
+1,267
313
$275K 0.06%
+9,892
314
$272K 0.06%
+1,657
315
$269K 0.06%
+503
316
$268K 0.06%
+2,430
317
$267K 0.06%
+16,120
318
$266K 0.06%
+7,037
319
$266K 0.06%
1,783
320
$265K 0.05%
+10,197
321
$262K 0.05%
1,940
+542
322
$262K 0.05%
2,900
-200
323
$260K 0.05%
+10,652
324
$260K 0.05%
+1,719
325
$260K 0.05%
+15,841
11 12
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