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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$216K 0.04%
3,105
377
$215K 0.04%
+3,892
378
$214K 0.04%
5,819
+499
379
$211K 0.04%
2,334
+234
380
$211K 0.04%
+4,769
381
$208K 0.04%
13,610
+1,450
382
$208K 0.04%
2,695
383
$207K 0.04%
7,118
-165
384
$207K 0.04%
7,230
385
$206K 0.04%
1,408
+26
386
$202K 0.04%
2,130
+137
387
$201K 0.04%
+3,633
388
$200K 0.04%
4,786
+400
389
$197K 0.04%
17,506
-945
390
$192K 0.04%
+14,376
391
$188K 0.04%
13,915
392
$186K 0.04%
11,095
393
$180K 0.03%
14,552
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394
$178K 0.03%
+33,779
395
$128K 0.02%
+10,201
396
$112K 0.02%
13,468
+80
397
$98K 0.02%
12,734
+1,064
398
$96K 0.02%
1,559
399
$94K 0.02%
10,990
400
$76K 0.01%
12,100
14 15
16
17 18