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
701
$3K ﹤0.01%
+65
702
$3K ﹤0.01%
+400
703
$3K ﹤0.01%
+27
704
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+200
705
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+40
706
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707
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+55
708
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+300
709
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710
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711
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712
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+48
713
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714
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+100
715
$3K ﹤0.01%
+50
716
$3K ﹤0.01%
+116
717
$3K ﹤0.01%
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718
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719
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+100
720
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+120
721
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+155
722
$3K ﹤0.01%
+84
723
$3K ﹤0.01%
+200
724
$3K ﹤0.01%
+65
725
$3K ﹤0.01%
+275
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