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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.64%
9,706
-2
27
$2.4M 0.62%
252,960
-28,280
28
$2.19M 0.57%
4,804
+178
29
$2.17M 0.56%
39,211
+10,090
30
$2.12M 0.55%
5,860
-415
31
$2.09M 0.54%
17,872
-2,744
32
$2.09M 0.54%
37,933
+6,857
33
$2.06M 0.54%
7,502
-134
34
$2.05M 0.53%
10,955
-360
35
$2.02M 0.52%
+23,830
36
$1.95M 0.51%
11,313
+1,324
37
$1.95M 0.51%
8,577
+2,627
38
$1.92M 0.5%
49,279
-4,537
39
$1.9M 0.49%
83,045
-23,038
40
$1.85M 0.48%
26,923
+2,304
41
$1.82M 0.47%
5,891
+593
42
$1.82M 0.47%
10,796
+651
43
$1.82M 0.47%
22,702
-2,518
44
$1.82M 0.47%
9,460
-125
45
$1.8M 0.47%
18,449
+327
46
$1.8M 0.47%
6,077
+122
47
$1.79M 0.46%
39,794
+25,483
48
$1.75M 0.45%
15,648
-3,097
49
$1.73M 0.45%
19,626
+2,230
50
$1.73M 0.45%
33,050
-9,847
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