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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$240K 0.05%
504
352
$240K 0.05%
1,029
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353
$238K 0.04%
3,758
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$237K 0.04%
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356
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357
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358
$230K 0.04%
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359
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+8,482
360
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-91
361
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362
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363
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364
$224K 0.04%
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365
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366
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367
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368
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371
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372
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4,478
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373
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$217K 0.04%
+2,801
375
$216K 0.04%
448
+15
13 14
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16 17