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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$208K 0.03%
9,534
-302
427
$207K 0.03%
2,583
-292
428
$207K 0.03%
2,415
-86
429
$206K 0.03%
789
430
$205K 0.03%
6,296
-1,406
431
$205K 0.03%
6,638
-348
432
$204K 0.03%
+3,376
433
$204K 0.03%
10,000
434
$202K 0.03%
18,397
+54
435
$202K 0.03%
+3,760
436
$200K 0.03%
+813
437
$188K 0.03%
37,611
-6,426
438
$181K 0.03%
11,425
+301
439
$157K 0.02%
+13,800
440
$157K 0.02%
+1,178
441
$149K 0.02%
13,320
+62
442
$132K 0.02%
12,900
443
$131K 0.02%
+11,366
444
$108K 0.02%
10,990
445
$99K 0.01%
1,553
+1
446
$94K 0.01%
11,398
-309
447
$65K 0.01%
16,200
448
– –
-1,921
449
– –
-4,350
450
– –
-1,818
16 17
18
19 20