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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

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
401
$235K 0.03%
3,525
402
$235K 0.03%
2,434
-400
403
$234K 0.03%
4,029
404
$234K 0.03%
+8,100
405
$234K 0.03%
1,448
-72
406
$233K 0.03%
13,915
+400
407
$233K 0.03%
9,579
-1,170
408
$232K 0.03%
1,115
+1
409
$231K 0.03%
+5,886
410
$230K 0.03%
1,993
-100
411
$230K 0.03%
1,710
+16
412
$229K 0.03%
1,715
+56
413
$229K 0.03%
15,252
+1,746
414
$227K 0.03%
+11,102
415
$222K 0.03%
2,220
-3,600
416
$221K 0.03%
6,736
-2,774
417
$220K 0.03%
5,090
+57
418
$220K 0.03%
7,982
-207
419
$218K 0.03%
1,238
+6
420
$218K 0.03%
1,311
-1,540
421
$214K 0.03%
1,740
-86
422
$213K 0.03%
2,043
423
$212K 0.03%
+3,371
424
$210K 0.03%
2,650
+25
425
$209K 0.03%
+3,080
15 16
17
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