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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.74%
+74,245
27
$2.07M 0.74%
15,087
+780
28
$2.06M 0.74%
72,056
-1,618
29
$2.03M 0.73%
28,806
+728
30
$2.02M 0.72%
69,238
-9,806
31
$1.94M 0.69%
25,089
-162
32
$1.89M 0.67%
+18,220
33
$1.84M 0.66%
+35,130
34
$1.8M 0.64%
14,469
+708
35
$1.78M 0.64%
61,202
-118
36
$1.77M 0.63%
8,199
-12
37
$1.76M 0.63%
4,933
+4
38
$1.74M 0.62%
18,713
+57
39
$1.66M 0.59%
27,594
-56
40
$1.64M 0.58%
12,767
+160
41
$1.59M 0.57%
5,469
+434
42
$1.59M 0.57%
9,954
-130
43
$1.58M 0.57%
37,196
+2,311
44
$1.58M 0.57%
9,785
+169
45
$1.57M 0.56%
+17,909
46
$1.55M 0.55%
25,679
+830
47
$1.54M 0.55%
7,514
48
$1.51M 0.54%
10,560
+162
49
$1.49M 0.53%
17,689
+1,289
50
$1.49M 0.53%
15,956
+50
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