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
651
$5K ﹤0.01%
+200
652
$5K ﹤0.01%
+76
653
$5K ﹤0.01%
+400
654
$5K ﹤0.01%
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655
$5K ﹤0.01%
+250
656
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+30
657
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658
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+100
659
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660
$5K ﹤0.01%
+50
661
$5K ﹤0.01%
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662
$5K ﹤0.01%
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663
$5K ﹤0.01%
+50
664
$5K ﹤0.01%
+200
665
$5K ﹤0.01%
+250
666
$4K ﹤0.01%
+100
667
$4K ﹤0.01%
+168
668
$4K ﹤0.01%
+200
669
$4K ﹤0.01%
+100
670
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671
$4K ﹤0.01%
+54
672
$4K ﹤0.01%
+146
673
$4K ﹤0.01%
+175
674
$4K ﹤0.01%
+80
675
$4K ﹤0.01%
+200
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