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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$330K 0.06%
+6,370
327
$326K 0.06%
6,499
-82
328
$324K 0.06%
3,565
+111
329
$318K 0.06%
6,841
-81
330
$317K 0.06%
4,525
-725
331
$317K 0.06%
+8,350
332
$313K 0.06%
1,321
333
$312K 0.06%
1,702
+16
334
$310K 0.06%
+7,305
335
$308K 0.06%
2,848
-435
336
$300K 0.06%
1,315
+48
337
$297K 0.05%
9,975
+83
338
$295K 0.05%
8,950
-1,247
339
$294K 0.05%
4,834
+1,110
340
$282K 0.05%
+20,507
341
$281K 0.05%
+2,460
342
$280K 0.05%
1,632
-87
343
$280K 0.05%
1,480
-177
344
$277K 0.05%
6,604
+1
345
$275K 0.05%
+4,922
346
$274K 0.05%
3,676
+121
347
$274K 0.05%
574
-325
348
$274K 0.05%
+4,209
349
$273K 0.05%
2,177
350
$271K 0.05%
500
-3
12 13
14
15 16