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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$264K 0.04%
1,702
377
$262K 0.04%
9,525
-171
378
$262K 0.04%
1,450
379
$261K 0.04%
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-2,196
380
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11,010
381
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2,695
-11
382
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+7,458
383
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384
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+4,294
385
$258K 0.04%
5,219
-1,439
386
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2,637
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387
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388
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5,300
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389
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10,300
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390
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1,605
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391
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392
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393
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394
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3,250
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395
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396
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801
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397
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+4,672
398
$239K 0.04%
2,677
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399
$237K 0.03%
1,967
-389
400
$236K 0.03%
10,750
-8,450
14 15
16
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