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
$163M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.51M
3
+$2.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.99M

Top Sells

1
+$2.02M
2
+$1.91M
3
+$1.87M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M

Sector Composition

1 Technology 13.53%
2 Industrials 9.72%
3 Communication Services 7.37%
4 Financials 7.32%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.08%
6,427
+710
27
$1.75M 1.07%
29,508
+1,051
28
$1.73M 1.06%
29,515
+1,320
29
$1.67M 1.03%
11,686
+363
30
$1.67M 1.02%
13,712
-119
31
$1.57M 0.96%
7,980
+968
32
$1.56M 0.96%
18,589
-4,032
33
$1.54M 0.95%
39,713
+3,260
34
$1.53M 0.94%
22,132
+2,718
35
$1.51M 0.93%
+26,203
36
$1.5M 0.92%
+10,928
37
$1.48M 0.91%
12,998
-1,116
38
$1.45M 0.89%
15,700
+2,025
39
$1.44M 0.88%
41,720
+6,844
40
$1.4M 0.86%
8,324
-218
41
$1.31M 0.81%
9,173
+1
42
$1.28M 0.79%
+26,831
43
$1.25M 0.77%
26,208
+19,976
44
$1.25M 0.77%
14,280
+3,603
45
$1.25M 0.77%
+10,079
46
$1.1M 0.68%
12,303
+1,514
47
$1.1M 0.68%
30,693
+1,611
48
$1.09M 0.67%
9,467
-703
49
$1.07M 0.66%
16,178
+6,067
50
$1.01M 0.62%
32,626
-30
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