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
26
$2.03M 0.95%
25,241
-2,866
27
$2.02M 0.95%
46,001
-644
28
$1.95M 0.91%
29,211
-297
29
$1.93M 0.91%
7,985
-13
30
$1.85M 0.87%
+131,903
31
$1.82M 0.86%
+15,142
32
$1.81M 0.85%
20,506
+17,801
33
$1.81M 0.85%
+46,262
34
$1.78M 0.83%
14,233
+521
35
$1.76M 0.82%
+63,043
36
$1.73M 0.81%
7,933
-47
37
$1.72M 0.81%
28,770
+18,125
38
$1.68M 0.79%
11,933
+1,005
39
$1.66M 0.78%
40,184
+471
40
$1.61M 0.76%
56,222
-9,905
41
$1.61M 0.75%
+20,689
42
$1.54M 0.72%
43,200
+1,480
43
$1.54M 0.72%
12,942
-56
44
$1.48M 0.7%
18,613
+24
45
$1.44M 0.67%
22,439
+307
46
$1.43M 0.67%
16,341
+641
47
$1.4M 0.66%
28,388
+2,180
48
$1.36M 0.64%
8,029
-295
49
$1.31M 0.62%
14,189
+3,887
50
$1.17M 0.55%
12,805
-1,475
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