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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$378K 0.07%
2,512
+34
302
$377K 0.07%
8,715
+1,183
303
$377K 0.07%
4,234
-8
304
$377K 0.07%
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305
$376K 0.07%
1,945
306
$376K 0.07%
5,767
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307
$375K 0.07%
9,802
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308
$374K 0.07%
5,000
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309
$364K 0.07%
18,626
+2,785
310
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4,450
311
$361K 0.07%
4,709
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312
$360K 0.07%
21,974
-22
313
$360K 0.07%
+11,808
314
$354K 0.07%
8,500
-3,900
315
$354K 0.07%
1,094
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316
$352K 0.06%
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317
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318
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2,083
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319
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5,542
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320
$345K 0.06%
3,692
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321
$339K 0.06%
6,205
-152
322
$338K 0.06%
4,454
+1,055
323
$338K 0.06%
+1,863
324
$337K 0.06%
3,701
+608
325
$336K 0.06%
2,235
-2
11 12
13
14 15