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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 0.74%
71,025
+2,796
27
$3.52M 0.73%
31,913
+5,971
28
$3.22M 0.67%
33,165
-12,637
29
$2.97M 0.61%
8,532
+1,620
30
$2.84M 0.59%
18,705
+204
31
$2.78M 0.58%
+33,704
32
$2.77M 0.57%
6,470
+327
33
$2.73M 0.57%
4,964
+82
34
$2.68M 0.55%
92,314
+1,999
35
$2.67M 0.55%
37,169
-98
36
$2.67M 0.55%
36,266
+2,371
37
$2.67M 0.55%
6,943
-401
38
$2.55M 0.53%
60,550
-220
39
$2.38M 0.49%
21,720
-1,963
40
$2.37M 0.49%
29,036
+7,747
41
$2.34M 0.48%
14,501
+562
42
$2.24M 0.46%
20,177
-14,084
43
$2.21M 0.46%
7,937
-27
44
$2.16M 0.45%
19,110
-123
45
$2.14M 0.44%
40,110
+163
46
$2.03M 0.42%
11,511
-12,125
47
$1.99M 0.41%
22,473
+2,544
48
$1.98M 0.41%
68,881
+5,898
49
$1.98M 0.41%
6,709
+1,758
50
$1.95M 0.4%
41,001
-4,674
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