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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 0.57%
64,201
+11,622
27
$3.08M 0.57%
16,712
+1,470
28
$3.02M 0.55%
18,367
+83
29
$2.97M 0.55%
24,714
-220
30
$2.91M 0.53%
20,564
-42
31
$2.9M 0.53%
217,600
-5,520
32
$2.89M 0.53%
15,856
+37
33
$2.87M 0.53%
13,410
+3,593
34
$2.84M 0.52%
55,892
+9,686
35
$2.78M 0.51%
+81,593
36
$2.7M 0.5%
18,330
+5,073
37
$2.69M 0.49%
26,287
-4,675
38
$2.65M 0.49%
5,797
+445
39
$2.53M 0.47%
4,853
-13
40
$2.52M 0.46%
45,097
-2,571
41
$2.49M 0.46%
10,255
-8
42
$2.48M 0.46%
29,320
+192
43
$2.47M 0.45%
6,941
+898
44
$2.46M 0.45%
8,353
+402
45
$2.46M 0.45%
42,274
+3,125
46
$2.44M 0.45%
+24,255
47
$2.4M 0.44%
34,528
+3,320
48
$2.39M 0.44%
+37,201
49
$2.37M 0.44%
17,529
-3,061
50
$2.34M 0.43%
45,701
-498
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