VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
1-Year Return
24.49%
This Quarter Return
+8.06%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$628M
AUM Growth
+$83.8M
(+15%)
Cap. Flow
+$42.4M
Cap. Flow
% of AUM
6.76%
Top 10 Holdings %
Top 10 Hldgs %
26.7%
Holding
484
New
65
Increased
240
Reduced
136
Closed
23
Top Buys
| 1 |
Avantis US Equity ETF
AVUS
|
+$5.75M |
| 2 |
Avantis International Equity ETF
AVDE
|
+$3.93M |
| 3 |
Vanguard Growth ETF
VUG
|
+$3.15M |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.73M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$2.19M |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$4.41M |
| 2 |
CrowdStrike
CRWD
|
+$3.75M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
+$2.63M |
| 4 |
Booz Allen Hamilton
BAH
|
+$1.71M |
| 5 |
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% |
