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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$258K 0.05%
1,686
+144
327
$256K 0.05%
+1,675
328
$255K 0.05%
+2,953
329
$253K 0.05%
+6,603
330
$253K 0.05%
+523
331
$250K 0.05%
+2,130
332
$248K 0.05%
+3,399
333
$241K 0.05%
+10,564
334
$241K 0.05%
+3,093
335
$239K 0.05%
+4,792
336
$239K 0.05%
+1,950
337
$235K 0.05%
+9,545
338
$235K 0.05%
4,350
-1,221
339
$230K 0.05%
+3,555
340
$230K 0.05%
+873
341
$230K 0.05%
+3,882
342
$228K 0.05%
+2,519
343
$228K 0.05%
+8,776
344
$228K 0.05%
+5,453
345
$227K 0.05%
+7,554
346
$226K 0.05%
+554
347
$225K 0.05%
+12,368
348
$224K 0.05%
+1,062
349
$224K 0.05%
+1,967
350
$223K 0.05%
+2,353
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