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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.67%
20,616
+682
27
$1.88M 0.59%
42,897
+18,910
28
$1.86M 0.58%
25,220
+131
29
$1.85M 0.58%
281,240
+185,960
30
$1.85M 0.58%
53,816
+4,583
31
$1.81M 0.57%
18,745
+8,161
32
$1.78M 0.56%
9,708
-1,120
33
$1.78M 0.56%
6,275
+806
34
$1.74M 0.54%
46,260
+31,170
35
$1.73M 0.54%
70,100
-4,145
36
$1.72M 0.54%
29,182
+1,588
37
$1.72M 0.54%
18,122
-98
38
$1.68M 0.53%
47,269
+5,041
39
$1.67M 0.52%
31,076
+5,397
40
$1.66M 0.52%
+27,533
41
$1.63M 0.51%
11,315
+9,631
42
$1.61M 0.51%
7,636
+122
43
$1.55M 0.49%
24,619
+3,780
44
$1.53M 0.48%
40,244
+11,438
45
$1.49M 0.46%
17,396
-293
46
$1.48M 0.46%
8,859
+660
47
$1.44M 0.45%
9,585
-369
48
$1.44M 0.45%
5,955
+3,508
49
$1.43M 0.45%
10,145
+360
50
$1.41M 0.44%
+29,121
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