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
601
$8K ﹤0.01%
73
-1,741
602
$8K ﹤0.01%
+411
603
$8K ﹤0.01%
+750
604
$8K ﹤0.01%
+109
605
$8K ﹤0.01%
+70
606
$8K ﹤0.01%
+64
607
$8K ﹤0.01%
+100
608
$8K ﹤0.01%
+300
609
$8K ﹤0.01%
+100
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%
+400
625
$7K ﹤0.01%
+550
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