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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$48K 0.02%
+853
327
$48K 0.02%
+1,195
328
$47K 0.02%
+731
329
$46K 0.02%
+721
330
$45K 0.02%
+24
331
$45K 0.02%
+822
332
$45K 0.02%
+1,400
333
$45K 0.02%
+1,696
334
$44K 0.02%
+231
335
$44K 0.02%
+3,084
336
$44K 0.02%
+530
337
$44K 0.02%
+1,300
338
$43K 0.02%
+1,300
339
$43K 0.02%
+1,037
340
$43K 0.02%
+583
341
$43K 0.02%
+800
342
$43K 0.02%
+1,640
343
$42K 0.02%
+1,759
344
$42K 0.02%
558
-2,630
345
$41K 0.02%
+500
346
$41K 0.02%
+750
347
$41K 0.02%
+2,095
348
$41K 0.02%
1,955
-14,785
349
$40K 0.02%
+575
350
$39K 0.02%
+347
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