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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.08%
27,808
+682
27
$1.99M 1.06%
25,181
-9,716
28
$1.97M 1.05%
48,416
+871
29
$1.93M 1.03%
25,574
+1,680
30
$1.9M 1.01%
37,711
+308
31
$1.81M 0.96%
42,820
+36,304
32
$1.73M 0.92%
16,030
+741
33
$1.71M 0.91%
46,039
+87
34
$1.68M 0.89%
24,420
+3,780
35
$1.6M 0.85%
33,916
+661
36
$1.55M 0.82%
11,604
+6,676
37
$1.53M 0.82%
+17,795
38
$1.53M 0.82%
27,397
+1,005
39
$1.52M 0.81%
7,740
+1,531
40
$1.51M 0.8%
56,633
+2,992
41
$1.48M 0.79%
11,177
-742
42
$1.42M 0.76%
16,333
+240
43
$1.33M 0.71%
23,059
-7,601
44
$1.29M 0.69%
8,945
-99
45
$1.25M 0.66%
10,612
+82
46
$1.21M 0.65%
4,671
-39
47
$1.19M 0.64%
13,104
+84
48
$1.18M 0.63%
12,080
+366
49
$1.16M 0.62%
+19,890
50
$1.12M 0.6%
17,415
+1,045
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