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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$33K 0.02%
+747
377
$33K 0.02%
+237
378
$33K 0.02%
+1,300
379
$33K 0.02%
+9,692
380
$33K 0.02%
+2,025
381
$32K 0.02%
+300
382
$32K 0.02%
+3,945
383
$32K 0.02%
+200
384
$32K 0.02%
+640
385
$32K 0.02%
+582
386
$31K 0.01%
+3,400
387
$31K 0.01%
+800
388
$30K 0.01%
+857
389
$30K 0.01%
+900
390
$30K 0.01%
+618
391
$30K 0.01%
+337
392
$30K 0.01%
+888
393
$30K 0.01%
+374
394
– –
0
395
$29K 0.01%
+600
396
$29K 0.01%
+625
397
$29K 0.01%
+550
398
$29K 0.01%
+621
399
$28K 0.01%
+300
400
$28K 0.01%
+1,600
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