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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$245K 0.05%
+9,000
327
$245K 0.05%
2,661
-1,282
328
$242K 0.05%
2,067
+3
329
$241K 0.05%
4,125
+3
330
$241K 0.05%
7,697
-502
331
$239K 0.04%
9,134
332
$235K 0.04%
3,703
+10
333
$234K 0.04%
4,239
334
$231K 0.04%
+3,824
335
$226K 0.04%
3,074
336
$226K 0.04%
+5,972
337
$225K 0.04%
12,116
-617
338
$223K 0.04%
+4,076
339
$222K 0.04%
4,888
+95
340
$220K 0.04%
1,376
341
$220K 0.04%
+2,553
342
$220K 0.04%
7,202
343
$219K 0.04%
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344
$218K 0.04%
+1,168
345
$217K 0.04%
9,401
+6
346
$217K 0.04%
+3,156
347
$214K 0.04%
+1,815
348
$214K 0.04%
1,283
-7
349
$213K 0.04%
+1,738
350
$213K 0.04%
943
12 13
14
15 16