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
$137M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$1.65M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M
5
TT icon
Trane Technologies
TT
+$1.6M

Top Sells

1
+$1.54M
2
+$1.53M
3
+$1.37M
4
DHI icon
D.R. Horton
DHI
+$1.11M
5
CVS icon
CVS Health
CVS
+$1.1M

Sector Composition

1 Technology 13.41%
2 Industrials 10.42%
3 Consumer Discretionary 7.25%
4 Financials 7.23%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.17%
22,621
+219
27
$1.6M 1.17%
+21,144
28
$1.52M 1.11%
19,997
+895
29
$1.5M 1.1%
7,468
+63
30
$1.48M 1.08%
14,114
-132
31
$1.47M 1.07%
+28,195
32
$1.39M 1.01%
8,542
-848
33
$1.38M 1.01%
9,172
+17
34
$1.36M 1%
19,719
+911
35
$1.35M 0.99%
28,457
-448
36
$1.32M 0.97%
9,008
+416
37
$1.31M 0.96%
59,506
-14,033
38
$1.3M 0.96%
+7,012
39
$1.25M 0.91%
+34,876
40
$1.24M 0.9%
+19,414
41
$1.17M 0.86%
+36,453
42
$1.15M 0.84%
25,367
-3,907
43
$1.14M 0.83%
10,170
-250
44
$1.13M 0.83%
37,022
-262
45
$1.1M 0.8%
4,882
+3,277
46
$1.08M 0.79%
+13,675
47
$1.07M 0.79%
5,248
+811
48
$1.01M 0.74%
32,656
-20
49
$938K 0.69%
7,268
+44
50
$923K 0.68%
29,082
+449
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