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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$39K 0.02%
+586
352
$39K 0.02%
+2,880
353
$39K 0.02%
+375
354
$39K 0.02%
+614
355
$39K 0.02%
+324
356
$37K 0.02%
+250
357
$37K 0.02%
+1,770
358
$37K 0.02%
+5,021
359
$37K 0.02%
+510
360
$37K 0.02%
+1,200
361
$36K 0.02%
+260
362
$36K 0.02%
+260
363
$35K 0.02%
+2,325
364
$35K 0.02%
+467
365
$35K 0.02%
+4,425
366
$35K 0.02%
+1,317
367
$34K 0.02%
+1,100
368
$34K 0.02%
+749
369
$34K 0.02%
+1,197
370
$34K 0.02%
+425
371
$34K 0.02%
+2,000
372
$34K 0.02%
+3,394
373
$33K 0.02%
+1,928
374
$33K 0.02%
674
-28,309
375
$33K 0.02%
+1,300
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