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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$21K 0.01%
+4,505
452
$20K 0.01%
+2,500
453
$20K 0.01%
+1,659
454
$20K 0.01%
+572
455
$20K 0.01%
+1,662
456
$20K 0.01%
+380
457
$20K 0.01%
+820
458
$20K 0.01%
+221
459
$20K 0.01%
+260
460
$20K 0.01%
+1,300
461
$19K 0.01%
+369
462
$19K 0.01%
+800
463
$19K 0.01%
+509
464
$19K 0.01%
+2,358
465
$19K 0.01%
+162
466
$19K 0.01%
+100
467
$19K 0.01%
+140
468
– –
0
469
$18K 0.01%
+200
470
$18K 0.01%
+648
471
$18K 0.01%
+900
472
$18K 0.01%
+149
473
$18K 0.01%
+239
474
$18K 0.01%
+516
475
$18K 0.01%
+310
17 18
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