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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 0.61%
47,018
+6,247
27
$3.2M 0.6%
8,432
-2,118
28
$3.13M 0.59%
60,207
+8,348
29
$3M 0.57%
29,522
-16,677
30
$2.97M 0.56%
5,462
+7
31
$2.94M 0.55%
22,912
+134
32
$2.92M 0.55%
88,139
+3,031
33
$2.71M 0.51%
18,878
-38
34
$2.65M 0.5%
22,805
-259
35
$2.64M 0.5%
22,945
+1,262
36
$2.56M 0.48%
8,129
+74
37
$2.54M 0.48%
35,326
+20
38
$2.5M 0.47%
58,750
+200
39
$2.36M 0.45%
11,082
+2,496
40
$2.35M 0.44%
25,767
+2,375
41
$2.31M 0.44%
45,565
+4,921
42
$2.3M 0.43%
22,695
+1,152
43
$2.29M 0.43%
26,732
-1,441
44
$2.2M 0.41%
4,594
+1,910
45
$2.19M 0.41%
12,440
-1,223
46
$2.19M 0.41%
20,020
+480
47
$2.17M 0.41%
14,136
+540
48
$2.13M 0.4%
101,435
+13,082
49
$2.11M 0.4%
8,549
+885
50
$2.11M 0.4%
7,745
-174
1
2
3 4 5