VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
This Quarter Return
+12.89%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$144M
AUM Growth
+$144M
(-62%)
Cap. Flow
-$250M
Cap. Flow
% of AUM
-173.03%
Top 10 Holdings %
Top 10 Hldgs %
33.32%
Holding
366
New
24
Increased
10
Reduced
132
Closed
195
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$19M |
| 2 |
Invesco QQQ Trust
QQQ
|
$15.6M |
| 3 |
Microsoft
MSFT
|
$9.75M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$8.66M |
| 5 |
Amazon
AMZN
|
$8.5M |
Sector Composition
| 1 | Technology | 22.71% |
| 2 | Consumer Discretionary | 11.09% |
| 3 | Financials | 7.57% |
| 4 | Communication Services | 7.54% |
| 5 | Consumer Staples | 6.61% |
