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
626
$7K ﹤0.01%
+550
627
$7K ﹤0.01%
+250
628
$6K ﹤0.01%
+500
629
$6K ﹤0.01%
+159
630
$6K ﹤0.01%
+200
631
$6K ﹤0.01%
+150
632
$6K ﹤0.01%
+120
633
$6K ﹤0.01%
+250
634
$6K ﹤0.01%
+1,000
635
$6K ﹤0.01%
+211
636
$6K ﹤0.01%
+50
637
$6K ﹤0.01%
+203
638
$6K ﹤0.01%
+500
639
$6K ﹤0.01%
+400
640
$6K ﹤0.01%
+50
641
$6K ﹤0.01%
+17
642
$6K ﹤0.01%
+106
643
$6K ﹤0.01%
+200
644
$6K ﹤0.01%
+135
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
24 25
26
27 28