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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.71M 0.69%
60,662
-763
27
$3.49M 0.65%
31,862
-51
28
$3.38M 0.63%
63,855
-7,170
29
$3.27M 0.61%
8,993
+461
30
$3.19M 0.6%
60,210
-340
31
$3.05M 0.57%
7,388
+918
32
$3.05M 0.57%
61,854
+35,210
33
$3.01M 0.56%
19,532
+827
34
$2.9M 0.54%
22,004
+284
35
$2.9M 0.54%
93,765
+1,451
36
$2.76M 0.52%
4,792
-172
37
$2.72M 0.51%
6,627
-316
38
$2.71M 0.51%
26,807
+12,490
39
$2.67M 0.5%
28,770
-266
40
$2.55M 0.48%
10,685
+6,784
41
$2.51M 0.47%
24,171
+1,698
42
$2.46M 0.46%
15,450
+949
43
$2.45M 0.46%
37,937
+768
44
$2.41M 0.45%
6,972
+263
45
$2.32M 0.43%
6,368
+293
46
$2.26M 0.42%
7,385
-552
47
$2.25M 0.42%
44,683
+9,765
48
$2.21M 0.42%
19,065
-45
49
$2.2M 0.41%
10,997
+1,700
50
$2.19M 0.41%
38,632
-1,478
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