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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$277K 0.05%
7,195
327
$276K 0.05%
12,707
+820
328
$276K 0.05%
4,950
+1
329
$275K 0.05%
8,780
-1,390
330
$272K 0.05%
3,251
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331
$272K 0.05%
657
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332
$270K 0.05%
4,372
-49
333
$269K 0.05%
1,216
334
$268K 0.05%
+4,690
335
$268K 0.05%
2,666
+2
336
$266K 0.05%
3,343
-1,000
337
$265K 0.05%
9,039
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338
$263K 0.05%
4,116
+3
339
$262K 0.05%
3,276
340
$261K 0.05%
+7,955
341
$258K 0.05%
1,868
-376
342
$252K 0.05%
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343
$251K 0.05%
10,720
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344
$250K 0.05%
7,372
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345
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5,624
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346
$245K 0.05%
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347
$245K 0.05%
+5,805
348
$245K 0.05%
3,750
-200
349
$245K 0.05%
728
-170
350
$244K 0.05%
+4,389
12 13
14
15 16