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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$62K 0.01%
+888
402
$44K 0.01%
15,200
403
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-5,184
404
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405
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406
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407
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408
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409
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410
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411
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412
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413
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414
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415
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416
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417
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418
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15 16
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