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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$249K 0.04%
1,856
-17
402
$248K 0.04%
+1,219
403
$247K 0.04%
+2,093
404
$247K 0.04%
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405
$246K 0.04%
975
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406
$245K 0.04%
990
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407
$243K 0.04%
883
-36
408
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409
$243K 0.04%
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410
$241K 0.04%
7,618
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411
$241K 0.04%
13,249
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412
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1,706
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413
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414
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415
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+3,049
416
$235K 0.04%
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417
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418
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419
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420
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421
$230K 0.04%
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422
$228K 0.04%
2,566
-1,126
423
$228K 0.04%
1,941
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424
$226K 0.04%
4,957
+397
425
$226K 0.04%
1,199
-664
15 16
17
18 19