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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.87M
3
+$1.49M
4
WLK icon
Westlake Corp
WLK
+$1.4M
5
CBRE icon
CBRE Group
CBRE
+$1.34M

Top Sells

1
+$3.7M
2
+$3.64M
3
+$3.44M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.91M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$357K 0.06%
1,096
302
$357K 0.06%
1,360
303
$357K 0.06%
6,268
+695
304
$357K 0.06%
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305
$354K 0.06%
9,747
+1,443
306
$354K 0.06%
2,244
-2,183
307
$353K 0.06%
4,794
-330
308
$351K 0.06%
2,589
-461
309
$350K 0.06%
3,218
-190
310
$348K 0.06%
4,764
-872
311
$348K 0.06%
36,350
+1,000
312
$347K 0.06%
3,159
-1,619
313
$347K 0.06%
10,749
-266
314
$345K 0.06%
11,439
-402
315
$343K 0.05%
2,630
316
$343K 0.05%
3,249
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317
$343K 0.05%
3,664
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318
$341K 0.05%
3,410
-1,346
319
$341K 0.05%
2,600
-66
320
$340K 0.05%
3,246
321
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+2,230
322
$340K 0.05%
1,849
-140
323
$338K 0.05%
13,109
+2,045
324
$338K 0.05%
3,105
+38
325
$337K 0.05%
1,348
+426
11 12
13
14 15