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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart Inc
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$254K 0.05%
1,547
+96
302
$251K 0.05%
6,470
303
$251K 0.05%
+6,116
304
$250K 0.05%
2,664
+3
305
$249K 0.05%
2,064
-2,483
306
$246K 0.05%
7,304
+1,073
307
$240K 0.05%
+7,202
308
$239K 0.05%
791
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309
$238K 0.05%
8,199
-2,115
310
$234K 0.05%
+7,542
311
$233K 0.05%
3,194
+97
312
$232K 0.05%
1,052
313
$232K 0.05%
5,949
-1,484
314
$229K 0.05%
+3,693
315
$228K 0.05%
+1,376
316
$228K 0.05%
+5,516
317
$228K 0.05%
2,585
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318
$227K 0.05%
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319
$226K 0.05%
3,222
-1,392
320
$224K 0.05%
12,372
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321
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2,695
322
$219K 0.05%
+1,431
323
$219K 0.05%
4,239
-1,549
324
$219K 0.05%
+1,909
325
$219K 0.05%
+12,733
11 12
13
14 15