VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
1-Year Est. Return
24.49%
1 Year Est. Return
+24.49%
AUM
$124M
AUM Growth
-$463M
(-79%)
Holding
386
Top Buys
| 1 | +$499K | |
| 2 | +$400K | |
| 3 | +$343K | |
| 4 |
Alibaba
BABA
|
+$291K |
| 5 |
Piper Sandler
PIPR
|
+$218K |
Top Sells
| 1 | +$25.2M | |
| 2 | +$19.1M | |
| 3 | +$16.8M | |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$14.9M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$11.2M |
Sector Composition
| 1 | Technology | 26.74% |
| 2 | Financials | 9.3% |
| 3 | Consumer Discretionary | 8.91% |
| 4 | Consumer Staples | 5.22% |
| 5 | Communication Services | 4.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Kimberly-Clark
KMB
$33B
| – | – |
-2,331
|
|
||
377
Kinder Morgan
KMI
$62.2B
| – | – |
-11,716
|
|
||
378
Coca-Cola
KO
$303B
| – | – |
-15,631
|
|
||
379
Kroger
KR
$40B
| – | – |
-6,809
|
|
||
380
Linde
LIN
$205B
| – | – |
-1,188
|
|
||
381
Global X Lithium & Battery Tech ETF
LIT
$1.59B
| – | – |
-5,479
|
|
||
382
LKQ Corp
LKQ
$8.58B
| – | – |
-37,766
|
|
||
383
Lockheed Martin
LMT
$135B
| – | – |
-2,439
|
|
||
384
Lam Research
LRCX
$280B
| – | – |
-59,700
|
|
||
385
Southwest Airlines
LUV
$22.3B
| – | – |
-9,938
|
|
||
386
Main Street Capital
MAIN
$5.73B
| – | – |
-8,915
|
|