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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$2.72M
3 +$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1 +$3.43M
2 +$2.51M
3 +$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
-6,128
427
-6,199
428
-8,724
429
-20,500
430
-4,042
431
-827
432
-1,437
433
-9,507
434
-4,928
435
-10,583
436
-29,923
437
-15,063
438
-194
439
-2,380
440
-596
441
-8,878
442
-829
443
-5,398
444
-5,720
445
-54,343
446
-5,135
447
-26,141
448
-19,614
449
-6,638
450
-1,943