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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$200K 0.04%
+3,351
352
$194K 0.04%
12,302
-405
353
$190K 0.04%
11,395
+300
354
$183K 0.04%
13,915
355
$181K 0.04%
15,274
+722
356
$171K 0.03%
17,565
+59
357
$170K 0.03%
14,360
+750
358
$165K 0.03%
14,277
-2,091
359
$162K 0.03%
+13,978
360
$160K 0.03%
+9,103
361
$155K 0.03%
31,793
-1,986
362
$108K 0.02%
+2,406
363
$103K 0.02%
13,556
+88
364
$94K 0.02%
12,932
+198
365
$89K 0.02%
1,560
+1
366
$85K 0.02%
10,990
367
$66K 0.01%
10,500
-1,600
368
$53K 0.01%
+33,615
369
$49K 0.01%
888
370
$45K 0.01%
15,200
371
– –
-2,801
372
– –
-3,309
373
– –
-436
374
– –
-3,881
375
– –
-4,786
13 14
15
16 17