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
526
$12K 0.01%
+1,022
527
$12K 0.01%
+500
528
$12K 0.01%
+55
529
$12K 0.01%
+583
530
$12K 0.01%
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531
$12K 0.01%
+250
532
$12K 0.01%
+147
533
$12K 0.01%
+1,000
534
$12K 0.01%
+800
535
$12K 0.01%
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536
$12K 0.01%
+73
537
$12K 0.01%
+200
538
$12K 0.01%
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539
$12K 0.01%
+435
540
$12K 0.01%
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541
$11K 0.01%
+270
542
$11K 0.01%
+100
543
$11K 0.01%
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544
$11K 0.01%
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545
$11K 0.01%
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546
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547
$11K 0.01%
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548
$11K 0.01%
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549
$11K 0.01%
+383
550
$11K 0.01%
+550
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