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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$289K 0.05%
+9,292
377
$288K 0.05%
8,500
378
$287K 0.05%
10,754
+21
379
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+2,634
380
$284K 0.05%
4,584
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381
$282K 0.04%
12,448
+80
382
$280K 0.04%
5,847
+925
383
$280K 0.04%
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+46
384
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2,744
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385
$279K 0.04%
5,600
-4,400
386
$279K 0.04%
3,244
-2,071
387
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+1,094
388
$273K 0.04%
3,359
-16
389
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11,295
-7,774
390
$272K 0.04%
620
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391
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+1,871
393
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4,428
-12,536
394
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2,420
395
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5,554
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396
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397
$263K 0.04%
+4,902
398
$252K 0.04%
+2,688
399
$251K 0.04%
+2,008
400
$249K 0.04%
4,982
+190
14 15
16
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