VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
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
+$3.28M
2
+$3.25M
3
+$2.96M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.17M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.17M

Top Sells

1
+$7.26M
2
+$3.12M
3
+$875K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$824K
5
BND icon
Vanguard Total Bond Market
BND
+$802K

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%
4,749
-2,196
380
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+7,458
381
$260K 0.04%
11,010
382
$260K 0.04%
2,695
-11
383
$259K 0.04%
2,389
+25
384
$258K 0.04%
+4,294
385
$258K 0.04%
5,219
-1,439
386
$256K 0.04%
2,637
-98
387
$254K 0.04%
4,146
+607
388
$254K 0.04%
5,300
+238
389
$253K 0.04%
10,300
+800
390
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1,605
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391
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+1,488
392
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4,066
-2,653
393
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394
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3,250
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395
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11,064
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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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