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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$222K 0.04%
2,700
-550
402
$221K 0.04%
+2,427
403
$221K 0.04%
+1,019
404
$220K 0.04%
+3,309
405
$220K 0.04%
1,993
406
$220K 0.04%
18,451
+54
407
$219K 0.04%
1,656
+51
408
$219K 0.04%
5,398
-897
409
$218K 0.03%
500
410
$218K 0.03%
4,386
+357
411
$218K 0.03%
13,915
412
$215K 0.03%
9,018
-561
413
$214K 0.03%
+8,724
414
$213K 0.03%
+433
415
$211K 0.03%
8,750
-2,000
416
$210K 0.03%
11,095
-330
417
$207K 0.03%
+1,754
418
$207K 0.03%
+9,507
419
$207K 0.03%
+5,135
420
$207K 0.03%
7,233
-3,600
421
$206K 0.03%
3,575
-571
422
$205K 0.03%
+4,042
423
$205K 0.03%
+8,048
424
$204K 0.03%
15,033
-219
425
$204K 0.03%
6,638
15 16
17
18 19