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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

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
in Stake 		Capital Flow
351
– –
-19,059
352
– –
-9,817
353
– –
-2,883
354
– –
-14,876
355
– –
-8,765
356
– –
-2,271
357
– –
-5,453
358
– –
-2,083
359
– –
-8,245
360
– –
-8,611
361
– –
-6,881
362
– –
-1,434
363
– –
-6,024
364
– –
-1,012
365
– –
-4,346
366
– –
-4,089
367
– –
-16,678
368
– –
-1,417
369
– –
-3,586
370
– –
-4,704
371
– –
-1,460
372
– –
-5,073
373
– –
-3,502
374
– –
-1,359
375
– –
-123
11 12 13 14
15