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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$14K 0.01%
+110
502
$14K 0.01%
+160
503
$14K 0.01%
+366
504
$14K 0.01%
+413
505
$14K 0.01%
+129
506
$14K 0.01%
+702
507
$14K 0.01%
+398
508
$14K 0.01%
+171
509
$14K 0.01%
+129
510
$14K 0.01%
+1,130
511
$14K 0.01%
+1,500
512
$13K 0.01%
+2,000
513
$13K 0.01%
+1,500
514
$13K 0.01%
+380
515
$13K 0.01%
+220
516
$13K 0.01%
+490
517
$13K 0.01%
+116
518
$13K 0.01%
+999
519
$13K 0.01%
+364
520
$13K 0.01%
+685
521
$13K 0.01%
+110
522
$13K 0.01%
+1,000
523
$13K 0.01%
+111
524
$12K 0.01%
+88
525
$12K 0.01%
+1,000
19 20
21
22 23