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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$312K 0.06%
6,948
302
$310K 0.06%
4,973
+179
303
$309K 0.06%
2,630
304
$307K 0.06%
3,247
+1
305
$306K 0.06%
1,583
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306
$304K 0.06%
5,301
-1,264
307
$303K 0.06%
637
+10
308
$302K 0.06%
3,938
+1,003
309
$300K 0.06%
3,550
-2,121
310
$299K 0.06%
6,273
-71,860
311
$297K 0.06%
2,793
-366
312
$297K 0.06%
2,601
+1
313
$296K 0.06%
1,096
314
$295K 0.06%
5,992
-10
315
$295K 0.06%
4,665
+322
316
$291K 0.05%
10,410
+153
317
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2,655
-327
318
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629
+23
319
$283K 0.05%
1,302
-58
320
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5,022
321
$282K 0.05%
25,374
+7,726
322
$282K 0.05%
2,940
+245
323
$281K 0.05%
+6,478
324
$280K 0.05%
10,906
+1,005
325
$280K 0.05%
2,907
+205
11 12
13
14 15