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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.77%
43,311
+1,069
27
$2.02M 0.77%
25,251
-899
28
$2.02M 0.77%
47,575
+750
29
$2M 0.76%
98,782
-2,448
30
$1.98M 0.75%
43,169
-1,283
31
$1.98M 0.75%
76,509
-978
32
$1.95M 0.74%
7,991
-151
33
$1.87M 0.71%
73,674
+2,234
34
$1.87M 0.71%
14,307
+938
35
$1.81M 0.69%
61,320
+1,331
36
$1.8M 0.68%
+4,929
37
$1.79M 0.68%
+18,656
38
$1.69M 0.64%
15,162
+4,719
39
$1.68M 0.64%
8,211
+140
40
$1.66M 0.63%
27,650
+1
41
$1.63M 0.62%
14,192
-208
42
$1.63M 0.62%
9,616
+81
43
$1.61M 0.61%
12,867
+172
44
$1.61M 0.61%
12,607
+1,014
45
$1.59M 0.6%
10,084
-116
46
$1.56M 0.59%
+15,906
47
$1.54M 0.59%
21,138
+252
48
$1.52M 0.58%
21,910
+3,548
49
$1.52M 0.58%
13,761
+1,205
50
$1.48M 0.56%
5,035
+46
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2
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