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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$272K 0.05%
4,951
+1
302
$271K 0.05%
2,278
303
$268K 0.05%
3,528
-22
304
$267K 0.05%
1,213
+192
305
$265K 0.05%
6,088
-7,804
306
$265K 0.05%
5,788
-4,839
307
$261K 0.05%
3,254
+3
308
$260K 0.05%
9,507
+468
309
$260K 0.05%
10,250
+1,768
310
$259K 0.05%
10,314
+2,439
311
$258K 0.05%
1,217
+1
312
$258K 0.05%
3,097
-246
313
$257K 0.05%
21,063
+6,687
314
$254K 0.05%
+1,283
315
$254K 0.05%
2,972
+32
316
$253K 0.05%
5,022
317
$252K 0.05%
2,277
-324
318
$249K 0.05%
7,395
+200
319
$248K 0.05%
7,433
320
$248K 0.05%
2,392
-1,565
321
$244K 0.05%
5,580
+983
322
$243K 0.05%
+6,470
323
$243K 0.05%
2,985
-17,773
324
$243K 0.05%
603
-54
325
$242K 0.05%
+9,134
11 12
13
14 15