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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$241K 0.04%
+8,440
377
$239K 0.04%
+905
378
$238K 0.04%
4,792
379
$238K 0.04%
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380
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381
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+1
382
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383
$233K 0.04%
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384
$231K 0.04%
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-3,111
385
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4,255
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386
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3,643
+120
387
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1,600
388
$223K 0.04%
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389
$222K 0.04%
554
390
$220K 0.04%
+1,685
391
$219K 0.04%
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392
$216K 0.04%
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393
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396
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$212K 0.04%
4,120
398
$210K 0.04%
12,591
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399
$209K 0.04%
3,525
400
$208K 0.04%
+5,212
14 15
16
17 18