VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
1-Year Est. Return
24.49%
1 Year Est. Return
+24.49%
AUM
$587M
AUM Growth
+$53.1M
(+9.9%)
Holding
406
Top Buys
| 1 | +$7.31M | |
| 2 | +$3.26M | |
| 3 | +$2.81M | |
| 4 |
Avantis International Equity ETF
AVDE
|
+$1.53M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.44M |
Top Sells
| 1 | +$4.52M | |
| 2 | +$822K | |
| 3 | +$730K | |
| 4 |
Extra Space Storage
EXR
|
+$721K |
| 5 |
Home Depot
HD
|
+$663K |
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
Stryker
SYK
$140B
| – | – |
-1,546
|
|
||
402
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.78B
| – | – |
-13,877
|
|
||
403
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$228M
| – | – |
-13,299
|
|
||
404
Vanguard Utilities ETF
VPU
$7.89B
| – | – |
-1,432
|
|
||
405
Xcel Energy
XEL
$46.4B
| – | – |
-2,980
|
|
||
|
DCP
406
DELISTED
DCP Midstream, LP
DCP
| – | – |
-6,470
|
|