VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.87M
3
+$1.49M
4
WLK icon
Westlake Corp
WLK
+$1.4M
5
CBRE icon
CBRE Group
CBRE
+$1.34M

Top Sells

1
+$3.7M
2
+$3.64M
3
+$3.44M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.91M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$336K 0.05%
+794
327
$336K 0.05%
4,949
328
$335K 0.05%
14,400
-3,500
329
$328K 0.05%
3,950
330
$326K 0.05%
6,844
-2,750
331
$323K 0.05%
660
+1
332
$319K 0.05%
2,653
-960
333
$318K 0.05%
5,720
-1,778
334
$318K 0.05%
2,695
-65
335
$317K 0.05%
2,100
+32
336
$316K 0.05%
1,179
-908
337
$316K 0.05%
1,520
-509
338
$315K 0.05%
10,257
+42
339
$314K 0.05%
1,943
+455
340
$313K 0.05%
606
-10
341
$310K 0.05%
1,760
+2
342
$307K 0.05%
7,195
-450
343
$306K 0.05%
3,034
+33
344
$303K 0.05%
4,481
+304
345
$303K 0.05%
3,236
-20,649
346
$301K 0.05%
+3,072
347
$299K 0.05%
17,648
+2,515
348
$299K 0.05%
6,128
-2,389
349
$298K 0.05%
6,002
-386
350
$296K 0.05%
2,277
+562
12 13
14
15 16