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
551
$11K 0.01%
+250
552
$11K 0.01%
+129
553
$11K 0.01%
+424
554
$11K 0.01%
+88
555
– –
0
556
$10K ﹤0.01%
+862
557
$10K ﹤0.01%
+275
558
$10K ﹤0.01%
+306
559
$10K ﹤0.01%
+1,500
560
$10K ﹤0.01%
+1,300
561
$10K ﹤0.01%
+200
562
$10K ﹤0.01%
+200
563
$10K ﹤0.01%
+420
564
$10K ﹤0.01%
+202
565
$10K ﹤0.01%
+161
566
$10K ﹤0.01%
+215
567
$10K ﹤0.01%
+764
568
$10K ﹤0.01%
+33
569
$10K ﹤0.01%
+1,000
570
$10K ﹤0.01%
+101
571
$10K ﹤0.01%
+201
572
$10K ﹤0.01%
+87
573
$10K ﹤0.01%
+211
574
$10K ﹤0.01%
+182
575
$10K ﹤0.01%
+130
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