VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
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
+$2.26M
2
+$1.87M
3
+$1.49M
4
WLK icon
Westlake Corp
WLK
+$1.4M
5
CBRE icon
CBRE Group
CBRE
+$1.34M

Top Sells

1
+$3.7M
2
+$3.64M
3
+$3.44M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.91M

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
$293K 0.05%
1,216
+101
354
$290K 0.05%
2,702
+27
355
$287K 0.05%
+4,165
356
$280K 0.04%
2,520
357
$280K 0.04%
5,545
+326
358
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7,707
-275
359
$277K 0.04%
9,534
360
$277K 0.04%
+9,901
361
$275K 0.04%
2,236
+28
362
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7,283
+183
363
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+9,775
364
$271K 0.04%
3,751
365
$271K 0.04%
6,199
-194
366
$270K 0.04%
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367
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368
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369
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370
$263K 0.04%
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372
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1,129
-162
373
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+4,928
374
$257K 0.04%
12,160
+1,150
375
$257K 0.04%
7,848
+390
13 14
15
16 17