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
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 0.98%
77,976
+1,354
27
$1.89M 0.96%
39,592
+24,885
28
$1.79M 0.91%
7,507
-117
29
$1.78M 0.91%
40,850
+899
30
$1.72M 0.88%
104,238
-15,439
31
$1.67M 0.85%
70,704
+3,326
32
$1.64M 0.84%
120,020
-3,900
33
$1.62M 0.83%
45,293
+26,034
34
$1.59M 0.81%
15,971
-45,355
35
$1.59M 0.81%
26,151
+309
36
$1.51M 0.77%
8,924
-584
37
$1.47M 0.75%
10,902
-496
38
$1.39M 0.71%
12,584
+134
39
$1.38M 0.7%
9,160
-29
40
$1.38M 0.7%
12,114
-156
41
$1.34M 0.68%
+31,508
42
$1.31M 0.66%
40,682
-7,587
43
$1.3M 0.66%
13,093
+594
44
$1.28M 0.65%
+17,886
45
$1.22M 0.62%
9,412
-22
46
$1.21M 0.62%
20,769
+2,394
47
$1.21M 0.62%
22,766
+95
48
$1.2M 0.61%
9,969
+3,126
49
$1.2M 0.61%
4,631
-233
50
$1.17M 0.6%
24,043
-2,921
1
2
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