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
626
$7K ﹤0.01%
+250
627
$7K ﹤0.01%
+175
628
$6K ﹤0.01%
+106
629
$6K ﹤0.01%
+500
630
$6K ﹤0.01%
+159
631
$6K ﹤0.01%
+200
632
$6K ﹤0.01%
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633
$6K ﹤0.01%
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634
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635
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636
$6K ﹤0.01%
+250
637
$6K ﹤0.01%
+1,000
638
$6K ﹤0.01%
+211
639
$6K ﹤0.01%
+50
640
$6K ﹤0.01%
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641
$6K ﹤0.01%
+500
642
$6K ﹤0.01%
+400
643
$6K ﹤0.01%
+50
644
$6K ﹤0.01%
+17
645
$5K ﹤0.01%
+45
646
$5K ﹤0.01%
+100
647
$5K ﹤0.01%
+100
648
$5K ﹤0.01%
+495
649
$5K ﹤0.01%
+88
650
$5K ﹤0.01%
+124
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