VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.93M
2
+$5.07M
3
+$4.1M
4
WMT icon
Walmart Inc
WMT
+$3.37M
5
AAPL icon
Apple
AAPL
+$3.35M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.51M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.35M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
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