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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$384K 0.06%
6,945
+740
327
$383K 0.06%
5,569
+1,819
328
$373K 0.06%
21,974
329
$372K 0.06%
5,574
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330
$368K 0.06%
12,571
+4,131
331
$363K 0.06%
16,262
+7,099
332
$362K 0.06%
10,629
-1,179
333
$360K 0.06%
1,542
+227
334
$356K 0.06%
4,450
335
$352K 0.06%
2,426
+249
336
$351K 0.06%
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-250
337
$349K 0.06%
1,360
+39
338
$344K 0.05%
1,738
+106
339
$341K 0.05%
58,023
-13,230
340
$337K 0.05%
8,500
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341
$336K 0.05%
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342
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2,244
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343
$331K 0.05%
1,721
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344
$330K 0.05%
+23,400
345
$326K 0.05%
8,777
-173
346
$326K 0.05%
6,516
+17
347
$326K 0.05%
6,070
-19,245
348
$324K 0.05%
6,646
+1,142
349
$323K 0.05%
7,845
-8,315
350
$322K 0.05%
663
+89
12 13
14
15 16