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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.78M
3
+$2.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.59M
5
ALK icon
Alaska Air
ALK
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.41%
2 Industrials 8.95%
3 Financials 8.45%
4 Communication Services 7.05%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$845K 0.68%
+10,994
52
$790K 0.63%
+12,448
53
$766K 0.61%
+7,012
54
$746K 0.6%
+39,575
55
$745K 0.6%
+38,277
56
$732K 0.59%
+34,896
57
$711K 0.57%
+13,206
58
$707K 0.57%
+14,069
59
$669K 0.54%
+6,505
60
$656K 0.52%
+22,375
61
$633K 0.51%
+5,514
62
$625K 0.5%
+7,684
63
$620K 0.5%
+23,997
64
$610K 0.49%
+11,564
65
$606K 0.48%
+17,493
66
$599K 0.48%
+4,272
67
$592K 0.47%
+15,107
68
$574K 0.46%
+22,163
69
$572K 0.46%
+20,145
70
$552K 0.44%
+9,970
71
$549K 0.44%
+5,705
72
$524K 0.42%
+12,945
73
$494K 0.4%
+10,726
74
$465K 0.37%
+6,831
75
$457K 0.37%
+45,363
1 2
3
4 5