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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 1.05%
25,349
+108
27
$2.06M 1.05%
15,918
+447
28
$2.06M 1.04%
8,356
+371
29
$2.01M 1.02%
27,813
+27,773
30
$2M 1.02%
28,050
-1,161
31
$1.98M 1%
30,928
+2,158
32
$1.92M 0.97%
8,485
+552
33
$1.91M 0.97%
17,462
+1,121
34
$1.77M 0.9%
16,858
+9,175
35
$1.77M 0.9%
45,912
-350
36
$1.77M 0.9%
46,937
+3,737
37
$1.76M 0.89%
+36,589
38
$1.6M 0.81%
12,781
-161
39
$1.6M 0.81%
10,784
-1,149
40
$1.58M 0.8%
53,151
-3,071
41
$1.45M 0.73%
28,688
+300
42
$1.43M 0.73%
8,774
+7,698
43
$1.29M 0.66%
13,484
-705
44
$1.26M 0.64%
13,125
+320
45
$1.23M 0.62%
16,581
+105
46
$1.2M 0.61%
26,833
+234
47
$1.14M 0.58%
9,564
+100
48
$1.09M 0.55%
33,856
-955
49
$1.08M 0.55%
11,929
+186
50
$1.04M 0.53%
31,028
-825
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