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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$322K 0.05%
7,682
+42
352
$320K 0.05%
1,685
353
$318K 0.05%
1,975
+200
354
$318K 0.05%
4,925
-2,486
355
$318K 0.05%
4,380
+171
356
$317K 0.05%
+3,208
357
$315K 0.05%
6,863
+22
358
$314K 0.05%
4,046
-479
359
$313K 0.05%
+2,318
360
$311K 0.05%
4,436
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361
$310K 0.05%
10,056
+81
362
$309K 0.05%
8,099
+1,758
363
$308K 0.05%
1,596
+116
364
$307K 0.05%
+6,735
365
$306K 0.05%
500
366
$300K 0.05%
2,577
+117
367
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2,993
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368
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6,310
+1,098
369
$294K 0.05%
2,637
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370
$293K 0.05%
1,231
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371
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+3,901
372
$292K 0.05%
2,840
-861
373
$292K 0.05%
1,850
-100
374
$290K 0.05%
+5,865
375
$290K 0.05%
4,578
-256
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15
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