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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$226K 0.04%
+3,126
427
$226K 0.04%
11,662
-13,971
428
$224K 0.04%
3,615
+90
429
$224K 0.04%
9,843
+12
430
$222K 0.04%
1,628
-155
431
$221K 0.04%
+8,348
432
$220K 0.04%
+636
433
$220K 0.04%
9,500
434
$220K 0.04%
13,515
+1,400
435
$218K 0.03%
+728
436
$216K 0.03%
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437
$216K 0.03%
3,545
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438
$215K 0.03%
+4,204
439
$215K 0.03%
+1,104
440
$215K 0.03%
+951
441
$213K 0.03%
4,849
-4,156
442
$213K 0.03%
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443
$212K 0.03%
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444
$212K 0.03%
2,547
-4,104
445
$211K 0.03%
+3,343
446
$210K 0.03%
+1,195
447
$208K 0.03%
14,088
+1,073
448
$206K 0.03%
+1,197
449
$204K 0.03%
2,482
+21
450
$204K 0.03%
6,483
+9
16 17
18
19 20