VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
This Quarter Return
-3%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-79%)
Cap. Flow
-$453M
Cap. Flow
% of AUM
-366.05%
Top 10 Holdings %
Top 10 Hldgs %
51.97%
Holding
386
New
4
Increased
2
Reduced
100
Closed
279
Top Buys
| 1 |
CrowdStrike
CRWD
|
$499K |
| 2 |
Chewy
CHWY
|
$400K |
| 3 |
Invesco Russell 1000 Dynamic Multifactor ETF
OMFL
|
$343K |
| 4 |
Alibaba
BABA
|
$291K |
| 5 |
Piper Sandler
PIPR
|
$218K |
Top Sells
| 1 |
Apple
AAPL
|
$25.2M |
| 2 |
Avantis US Equity ETF
AVUS
|
$19.1M |
| 3 |
Microsoft
MSFT
|
$16.8M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$14.9M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$11.2M |
Sector Composition
| 1 | Technology | 26.74% |
| 2 | Financials | 9.3% |
| 3 | Consumer Discretionary | 8.91% |
| 4 | Consumer Staples | 5.22% |
| 5 | Communication Services | 4.31% |
