VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
1-Year Est. Return
24.7%
This Fund
S&P 500
1 Year Est. Return
+24.7%
AUM
$587M
AUM Growth
+$53.1M
(+9.9%)
Holding
406
Top Buys
| 1 | +$7.32M | |
| 2 | +$3.25M | |
| 3 | +$2.68M | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$1.54M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.36M |
Top Sells
| 1 | +$4.12M | |
| 2 | +$829K | |
| 3 | +$730K | |
| 4 |
Extra Space Storage
EXR
|
+$721K |
| 5 |
Nike
NKE
|
+$636K |
Sector Composition
| 1 | Technology | 19.82% |
| 2 | Financials | 9.12% |
| 3 | Consumer Discretionary | 6.03% |
| 4 | Industrials | 4.62% |
| 5 | Consumer Staples | 4.06% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
Piper Sandler
PIPR
$6.34B
| – | – |
-6,000
|
|
||
402
Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.25B
| – | – |
-4,129
|
|
||
403
Stryker
SYK
$126B
| – | – |
-1,546
|
|
||
404
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.86B
| – | – |
-13,877
|
|
||
405
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$411M
| – | – |
-13,299
|
|
||
406
Vanguard Utilities ETF
VPU
$8.54B
| – | – |
-1,432
|
|