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

Top Buys

1
+$4.33M
2
+$3.04M
3
+$2.88M
4
ON icon
ON Semiconductor
ON
+$1.98M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.93M

Top Sells

1
+$1.84M
2
+$1.67M
3
+$1.64M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$593K
5
AAPL icon
Apple
AAPL
+$369K

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
601
$8K ﹤0.01%
+411
602
$8K ﹤0.01%
+466
603
$8K ﹤0.01%
+330
604
$8K ﹤0.01%
+750
605
$8K ﹤0.01%
+109
606
$8K ﹤0.01%
+70
607
$8K ﹤0.01%
+64
608
$8K ﹤0.01%
+100
609
$8K ﹤0.01%
+300
610
$7K ﹤0.01%
+198
611
$7K ﹤0.01%
+693
612
$7K ﹤0.01%
+232
613
$7K ﹤0.01%
+250
614
$7K ﹤0.01%
+90
615
$7K ﹤0.01%
+128
616
$7K ﹤0.01%
+115
617
$7K ﹤0.01%
+145
618
$7K ﹤0.01%
+218
619
$7K ﹤0.01%
+15
620
$7K ﹤0.01%
+126
621
$7K ﹤0.01%
+500
622
$7K ﹤0.01%
+145
623
$7K ﹤0.01%
+250
624
$7K ﹤0.01%
+175
625
$7K ﹤0.01%
+400
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