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
576
$10K ﹤0.01%
+115
577
$10K ﹤0.01%
+200
578
$10K ﹤0.01%
+248
579
$9K ﹤0.01%
+100
580
$9K ﹤0.01%
+51
581
$9K ﹤0.01%
+1,120
582
$9K ﹤0.01%
+400
583
$9K ﹤0.01%
+46
584
$9K ﹤0.01%
+206
585
$9K ﹤0.01%
+750
586
$9K ﹤0.01%
+165
587
$9K ﹤0.01%
+292
588
$9K ﹤0.01%
+160
589
$9K ﹤0.01%
+200
590
$9K ﹤0.01%
+210
591
$9K ﹤0.01%
+300
592
$9K ﹤0.01%
+700
593
$9K ﹤0.01%
+800
594
$8K ﹤0.01%
+100
595
$8K ﹤0.01%
+200
596
$8K ﹤0.01%
+100
597
$8K ﹤0.01%
+564
598
$8K ﹤0.01%
+466
599
$8K ﹤0.01%
+330
600
$8K ﹤0.01%
+150
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