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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.3M 0.63%
39,254
-532
27
$4.24M 0.62%
76,299
+1,858
28
$4.14M 0.61%
57,510
+480
29
$4.09M 0.6%
23,552
+397
30
$3.9M 0.57%
92,633
-2,847
31
$3.89M 0.57%
17,199
+79
32
$3.74M 0.55%
54,462
+1,656
33
$3.71M 0.54%
6,234
-44
34
$3.67M 0.54%
5,503
-27
35
$3.66M 0.54%
45,940
+8,062
36
$3.38M 0.5%
31,960
-208
37
$3.38M 0.5%
+20,676
38
$3.36M 0.49%
39,653
-10
39
$3.32M 0.49%
13,058
-91
40
$3.01M 0.44%
7,717
+60
41
$3M 0.44%
47,346
+1,474
42
$2.95M 0.43%
8,767
+807
43
$2.93M 0.43%
16,092
-447
44
$2.88M 0.42%
45,511
+6,904
45
$2.88M 0.42%
47,730
-270
46
$2.76M 0.4%
62,059
+525
47
$2.76M 0.4%
4,860
+107
48
$2.75M 0.4%
19,000
-520
49
$2.74M 0.4%
8,961
-496
50
$2.67M 0.39%
17,242
-1,301
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2
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