VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
1-Year Return
24.49%
This Quarter Return
+23.41%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$384M
AUM Growth
+$64.7M
(+20%)
Cap. Flow
+$7.02M
Cap. Flow
% of AUM
1.83%
Top 10 Holdings %
Top 10 Hldgs %
29.48%
Holding
391
New
77
Increased
103
Reduced
149
Closed
49
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$4.58M |
| 2 |
Electronic Arts
EA
|
$2.51M |
| 3 |
ARK Innovation ETF
ARKK
|
$2.46M |
| 4 |
Old Dominion Freight Line
ODFL
|
$2.02M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.91M |
Top Sells
| 1 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$9.6M |
| 2 |
iShares Gold Trust
IAU
|
$4.59M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$2.24M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$1.99M |
| 5 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
$1.73M |
Sector Composition
| 1 | Technology | 19.15% |
| 2 | Financials | 8.48% |
| 3 | Consumer Discretionary | 7.39% |
| 4 | Healthcare | 6.68% |
| 5 | Communication Services | 5.82% |
