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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$362K 0.05%
5,978
-1,323
327
$354K 0.05%
2,434
+63
328
$353K 0.05%
11,026
+38
329
$353K 0.05%
7,167
-926
330
$351K 0.05%
3,246
+2
331
$351K 0.05%
5,636
-846
332
$343K 0.05%
4,756
-3,552
333
$343K 0.05%
7,645
+450
334
$343K 0.05%
2,191
-9
335
$341K 0.05%
659
-115
336
$331K 0.05%
1,551
-1,562
337
$330K 0.05%
3,707
-317
338
$329K 0.05%
500
339
$329K 0.05%
1,096
-20
340
$328K 0.05%
2,837
+1
341
$327K 0.05%
2,520
342
$327K 0.05%
1,736
+112
343
$324K 0.05%
1,291
-7
344
$321K 0.05%
4,420
-981
345
$321K 0.05%
3,001
-488
346
$319K 0.05%
616
347
$319K 0.05%
6,388
-132
348
$316K 0.05%
2,208
+209
349
$315K 0.05%
10,215
+52
350
$315K 0.05%
1,758
+97
12 13
14
15 16