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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$211K 0.04%
1,432
+1
352
$211K 0.04%
2,857
-337
353
$211K 0.04%
5,587
-362
354
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355
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356
$208K 0.04%
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357
$205K 0.04%
2,078
358
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359
$204K 0.04%
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360
$204K 0.04%
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361
$202K 0.04%
9,151
362
$202K 0.04%
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363
$201K 0.04%
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364
$201K 0.04%
2,980
-242
365
$201K 0.04%
+2,968
366
$177K 0.03%
15,419
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367
$172K 0.03%
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368
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33,700
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369
$150K 0.03%
24,630
-8,963
370
$148K 0.03%
16,859
-266
371
$138K 0.03%
+11,041
372
$108K 0.02%
13,412
-224
373
$105K 0.02%
+10,008
374
$80.1K 0.02%
10,990
375
$61.7K 0.01%
+13,899
12 13 14
15
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