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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.08M 0.75%
74,245
27
$2.07M 0.74%
15,087
28
$2.06M 0.74%
72,056
29
$2.03M 0.73%
28,806
30
$2.02M 0.72%
69,238
31
$1.94M 0.69%
25,089
32
$1.89M 0.67%
18,220
33
$1.84M 0.66%
35,130
34
$1.8M 0.64%
14,469
35
$1.78M 0.64%
61,202
36
$1.77M 0.63%
8,199
37
$1.76M 0.63%
4,933
38
$1.74M 0.62%
18,713
39
$1.66M 0.59%
27,594
40
$1.64M 0.59%
12,767
41
$1.59M 0.57%
5,469
42
$1.59M 0.57%
9,954
43
$1.58M 0.57%
37,196
44
$1.58M 0.57%
9,785
45
$1.57M 0.56%
17,909
46
$1.55M 0.55%
25,679
47
$1.54M 0.55%
7,514
48
$1.51M 0.54%
10,560
49
$1.49M 0.53%
17,689
50
$1.49M 0.53%
15,956
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