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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$28K 0.01%
+501
402
$28K 0.01%
+1,000
403
$28K 0.01%
+2,000
404
$28K 0.01%
+2,360
405
$28K 0.01%
+337
406
$28K 0.01%
+600
407
$28K 0.01%
+2,859
408
$27K 0.01%
+750
409
$27K 0.01%
+950
410
$26K 0.01%
+321
411
$26K 0.01%
+474
412
$26K 0.01%
+3,300
413
$25K 0.01%
+170
414
$25K 0.01%
+496
415
$25K 0.01%
+500
416
$25K 0.01%
+1,600
417
$25K 0.01%
+1,450
418
– –
0
419
$24K 0.01%
+1,500
420
$24K 0.01%
+321
421
$24K 0.01%
+2,000
422
$24K 0.01%
+485
423
$24K 0.01%
+300
424
$23K 0.01%
+475
425
$23K 0.01%
+165
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