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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$293K 0.05%
+1,426
352
$293K 0.05%
5,022
-400
353
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1,216
+101
354
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355
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356
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2,520
357
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5,545
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358
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360
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361
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2,236
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364
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365
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1,129
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+4,928
374
$257K 0.04%
12,160
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375
$257K 0.04%
7,848
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13 14
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