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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.78M
3
+$2.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.59M
5
ALK icon
Alaska Air
ALK
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.41%
2 Industrials 8.95%
3 Financials 8.45%
4 Communication Services 7.05%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 1.31%
+199,840
27
$1.61M 1.29%
+27,056
28
$1.57M 1.26%
+35,799
29
$1.56M 1.24%
+37,434
30
$1.47M 1.18%
+12,813
31
$1.38M 1.1%
+9,005
32
$1.36M 1.09%
+9,580
33
$1.33M 1.06%
+15,630
34
$1.31M 1.05%
+46,717
35
$1.31M 1.05%
+6,291
36
$1.31M 1.04%
+17,814
37
$1.24M 0.99%
+18,885
38
$1.24M 0.99%
+33,748
39
$1.16M 0.93%
+48,975
40
$1.15M 0.92%
+10,876
41
$1.14M 0.91%
+39,524
42
$1.09M 0.87%
+13,103
43
$1.06M 0.85%
+10,176
44
$1.05M 0.84%
+78,342
45
$1.03M 0.82%
+10,391
46
$969K 0.78%
+21,140
47
$877K 0.7%
+984,120
48
$872K 0.7%
+10,553
49
$854K 0.68%
+7,267
50
$854K 0.68%
+6,783
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