VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$3.97M
3
+$2.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.59M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.14M

Top Sells

1
+$4.31M
2
+$3.2M
3
+$2.6M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-4,709
477
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-19,593
478
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-10,530
479
– –
-11,600
480
– –
-18,626
481
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-7,422
482
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-11,431
483
– –
-3,710
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