VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.62M
3
+$2.45M
4
EVRG icon
Evergy
EVRG
+$2.38M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.3M

Top Sells

1
+$1.64M
2
+$1.59M
3
+$1.55M
4
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$958K
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$899K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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