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
$179M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.95M
3
+$1.61M
4
CSX icon
CSX Corp
CSX
+$1.57M
5
PGR icon
Progressive
PGR
+$1.49M

Top Sells

1
+$7.59M
2
+$6.31M
3
+$2.38M
4
AMGN icon
Amgen
AMGN
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.11M

Sector Composition

1 Technology 11.55%
2 Financials 10.33%
3 Industrials 8.36%
4 Consumer Discretionary 6.75%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 1.09%
+7,585
27
$1.92M 1.07%
33,309
+16,764
28
$1.79M 1%
16,814
+784
29
$1.75M 0.98%
38,029
+4,113
30
$1.73M 0.97%
71,969
+66,704
31
$1.7M 0.95%
39,908
+19,677
32
$1.62M 0.91%
10,954
-223
33
$1.61M 0.9%
18,954
+1,159
34
$1.57M 0.88%
63,335
+6,702
35
$1.5M 0.84%
27,472
+75
36
$1.49M 0.83%
+24,958
37
$1.42M 0.79%
23,539
+480
38
$1.37M 0.77%
19,086
+14,499
39
$1.36M 0.76%
11,071
+459
40
$1.32M 0.74%
9,161
-2,443
41
$1.29M 0.72%
4,601
-70
42
$1.28M 0.72%
11,794
+7,721
43
$1.27M 0.71%
8,991
+46
44
$1.16M 0.65%
18,039
+624
45
$1.12M 0.63%
12,932
-172
46
$1.1M 0.62%
10,645
+818
47
$1.09M 0.61%
9,627
+509
48
$1.09M 0.61%
4,314
+1,181
49
$1.03M 0.58%
30,893
-705
50
$1.02M 0.57%
8,010
-25
1
2
3 4 5