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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 0.61%
93,064
+12,155
27
$3.8M 0.61%
36,175
+9,888
28
$3.6M 0.57%
15,991
+2,581
29
$3.54M 0.56%
70,270
+6,069
30
$3.4M 0.54%
22,033
+3,703
31
$3.4M 0.54%
22,957
+2,393
32
$3.35M 0.53%
55,417
-3,872
33
$3.35M 0.53%
18,984
+2,272
34
$3.25M 0.52%
19,723
+1,356
35
$3.22M 0.51%
13,159
-2,514
36
$3.21M 0.51%
47,852
+10,651
37
$3.17M 0.5%
25,000
+286
38
$3M 0.48%
28,447
+4,192
39
$2.99M 0.48%
8,607
+254
40
$2.95M 0.47%
17,016
-25,418
41
$2.92M 0.46%
5,765
-32
42
$2.88M 0.46%
33,489
+4,169
43
$2.86M 0.45%
4,875
+464
44
$2.81M 0.45%
10,086
-276
45
$2.76M 0.44%
7,620
+83
46
$2.68M 0.43%
52,852
-3,040
47
$2.67M 0.43%
7,316
+375
48
$2.64M 0.42%
9,736
-519
49
$2.62M 0.42%
46,578
+4,304
50
$2.61M 0.42%
41,292
-3,805
1
2
3 4 5