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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$269K 0.05%
10,702
+50
352
$269K 0.05%
1,626
+176
353
$266K 0.05%
3,375
-1,096
354
$265K 0.05%
+10,733
355
$263K 0.05%
2,875
-78
356
$260K 0.05%
1,873
-67
357
$260K 0.05%
5,504
-1,533
358
$260K 0.05%
+7,257
359
$258K 0.05%
7,640
-7,354
360
$258K 0.05%
+11,659
361
$257K 0.05%
11,664
+1,436
362
$257K 0.05%
3,000
-15
363
$257K 0.05%
5,128
-604
364
$249K 0.05%
889
+16
365
$249K 0.05%
4,863
-122
366
$248K 0.05%
2,900
367
$248K 0.05%
1,950
-285
368
$246K 0.05%
+2,671
369
$245K 0.05%
518
-5
370
$244K 0.04%
1,062
371
$244K 0.04%
1,915
-973
372
$244K 0.04%
+889
373
$244K 0.04%
+3,790
374
$242K 0.04%
2,420
-10
375
$242K 0.04%
+4,403
13 14
15
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