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
American Electric Power
AEP
$63.1B
| – | – |
-3,826
|
|
||
377
Aflac
AFL
$57.1B
| – | – |
-38,041
|
|
||
378
Arthur J. Gallagher & Co
AJG
$63B
| – | – |
-1,029
|
|
||
379
Antero Midstream
AM
$8.62B
| – | – |
-10,976
|
|
||
380
Applied Materials
AMAT
$214B
| – | – |
-1,629
|
|
||
381
Ameriprise Financial
AMP
$43.7B
| – | – |
-838
|
|
||
382
American Tower
AMT
$82.5B
| – | – |
-2,103
|
|
||
383
Aon
AON
$74B
| – | – |
-1,081
|
|
||
384
Air Products & Chemicals
APD
$58B
| – | – |
-717
|
|
||
385
Ares Capital
ARCC
$14.9B
| – | – |
-73,006
|
|
||
386
ARK Innovation ETF
ARKK
$7.87B
| – | – |
-24,354
|
|