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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$240K 0.05%
8,921
+141
327
$239K 0.05%
4,538
-14,330
328
$238K 0.05%
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-5
329
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-560
330
$234K 0.05%
2,874
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331
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4,119
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332
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+2,331
333
$230K 0.05%
8,666
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334
$228K 0.05%
549
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335
$224K 0.04%
+5,472
336
$219K 0.04%
4,478
337
$218K 0.04%
1,052
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338
$217K 0.04%
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339
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340
$214K 0.04%
2,680
-557
341
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344
$208K 0.04%
3,652
-106
345
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3,350
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346
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+3,066
347
$202K 0.04%
1,451
+43
348
$201K 0.04%
2,695
349
$200K 0.04%
4,483
-1,790
350
$200K 0.04%
+6,231
12 13
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