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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.05M 0.61%
250,950
+3,490
27
$2.95M 0.59%
34,261
+8,494
28
$2.93M 0.59%
44,329
+27,592
29
$2.91M 0.58%
10,478
-72
30
$2.9M 0.58%
23,290
+378
31
$2.74M 0.55%
26,210
-5,218
32
$2.68M 0.54%
90,315
+2,176
33
$2.63M 0.53%
7,344
-1,088
34
$2.6M 0.52%
23,683
+738
35
$2.56M 0.51%
11,115
+2,566
36
$2.53M 0.51%
33,895
-1,431
37
$2.5M 0.5%
18,501
-377
38
$2.48M 0.5%
4,882
-580
39
$2.42M 0.49%
20,862
-1,943
40
$2.42M 0.48%
63,615
+18,050
41
$2.28M 0.46%
23,741
+1,046
42
$2.28M 0.46%
13,338
+898
43
$2.27M 0.45%
25,942
-790
44
$2.23M 0.45%
60,770
+2,020
45
$2.21M 0.44%
32,291
+8,506
46
$2.09M 0.42%
37,267
+35
47
$2.09M 0.42%
34,514
+910
48
$2.05M 0.41%
6,143
-448
49
$1.97M 0.39%
6,912
-1,217
50
$1.94M 0.39%
14,273
+471
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