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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.85M 0.62%
36,852
-2,402
27
$3.4M 0.54%
22,778
-1,820
28
$3.26M 0.52%
40,771
-5,169
29
$3.23M 0.52%
21,683
+1,007
30
$3.22M 0.52%
5,455
-48
31
$3.22M 0.52%
85,108
-7,525
32
$3.15M 0.5%
58,550
+1,040
33
$3.07M 0.49%
51,859
+6,348
34
$3.07M 0.49%
18,916
-6,337
35
$2.92M 0.47%
16,448
+1,296
36
$2.9M 0.46%
13,663
-3,536
37
$2.88M 0.46%
8,055
+940
38
$2.73M 0.44%
19,540
+540
39
$2.7M 0.43%
65,397
+3,338
40
$2.67M 0.43%
7,919
+202
41
$2.66M 0.43%
6,436
+202
42
$2.63M 0.42%
23,064
-270
43
$2.6M 0.42%
12,244
-814
44
$2.57M 0.41%
15,270
-822
45
$2.49M 0.4%
44,683
-2,663
46
$2.48M 0.4%
5,972
+600
47
$2.44M 0.39%
33,792
-624
48
$2.38M 0.38%
36,898
-3,098
49
$2.35M 0.38%
8,586
-221
50
$2.34M 0.37%
18,308
+456
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