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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 0.92%
33,341
+32
27
$1.96M 0.91%
17,432
+618
28
$1.94M 0.89%
39,951
+43
29
$1.94M 0.89%
+34,899
30
$1.88M 0.87%
123,920
-20,650
31
$1.86M 0.86%
48,269
-1,139
32
$1.84M 0.85%
25,842
+884
33
$1.81M 0.84%
+8,487
34
$1.78M 0.82%
11,398
+444
35
$1.75M 0.81%
76,622
+4,653
36
$1.74M 0.8%
18,702
-252
37
$1.73M 0.8%
36,519
+65
38
$1.72M 0.79%
+70,175
39
$1.71M 0.79%
67,378
+4,043
40
$1.67M 0.77%
21,843
+2,757
41
$1.55M 0.72%
12,270
+1,199
42
$1.5M 0.69%
9,189
+28
43
$1.45M 0.67%
26,964
-508
44
$1.45M 0.67%
22,671
-868
45
$1.44M 0.66%
9,434
+443
46
$1.42M 0.66%
4,864
+263
47
$1.39M 0.64%
12,450
+2,823
48
$1.38M 0.64%
12,499
+1,854
49
$1.35M 0.62%
11,869
+75
50
$1.25M 0.58%
28,907
+13,941
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