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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.91M 0.6%
223,120
+106,920
27
$2.9M 0.6%
+22,770
28
$2.88M 0.6%
18,284
+10,150
29
$2.76M 0.57%
15,242
+10,067
30
$2.69M 0.56%
+30,962
31
$2.63M 0.54%
4,866
+1,436
32
$2.57M 0.53%
+29,128
33
$2.49M 0.52%
5,352
+4,754
34
$2.48M 0.51%
+10,263
35
$2.43M 0.5%
24,934
+21,982
36
$2.39M 0.49%
13,401
+12,238
37
$2.36M 0.49%
52,579
+18,238
38
$2.35M 0.49%
46,206
+1,768
39
$2.3M 0.48%
105,913
+89,048
40
$2.3M 0.48%
39,149
+25,477
41
$2.28M 0.47%
+23,102
42
$2.27M 0.47%
50,720
+23,900
43
$2.25M 0.47%
+31,208
44
$2.21M 0.46%
+7,604
45
$2.21M 0.46%
28,129
+22,757
46
$2.17M 0.45%
7,951
+1,796
47
$2.16M 0.45%
6,043
+1,717
48
$2.12M 0.44%
+46,884
49
$2.05M 0.42%
46,199
+34,999
50
$2.02M 0.42%
9,700
+7,966
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