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VWA
V Wealth Advisors Portfolio holdings
AUM
$125M
1-Year Est. Return
24.7%
This Fund
S&P 500
This Quarter
Est. Return
+1.36%
1 Year Est. Return
+24.7%
3 Year Est. Return
+36.86%
5 Year Est. Return
+79.02%
10 Year Est. Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$118M
Cap. Flow
% of AUM
94.54%
Top 10 Holdings %
Top 10 Hldgs %
25.07%
Holding
150
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$6.19M |
| 2 |
United States Oil Fund
USO
|
+$4.59M |
| 3 |
C.H. Robinson
CHRW
|
+$2.59M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$2.56M |
| 5 |
Gilead Sciences
GILD
|
+$2.39M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.41% |
| 2 | Industrials | 8.95% |
| 3 | Financials | 8.45% |
| 4 | Communication Services | 7.05% |
| 5 | Consumer Discretionary | 5.91% |
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V Wealth Advisors's Q1 2016 Portfolio in Review
Q1 2016 is the first quarter with a 13F filing on record for V Wealth Advisors, which disclosed 150 positions worth $125M. Its ten largest holdings account for 25% of the portfolio.
Its largest position is Apple: 248,432 shares worth $6.78M.
By sector, the portfolio is most concentrated in Technology at 12% of assets, followed by Industrials and Financials.
- V Wealth Advisors's largest Q1 2016 buy was Apple: 248,432 shares worth $6.78M.
- V Wealth Advisors's ten largest holdings make up 25% of its $125M portfolio in Q1 2016.
- V Wealth Advisors disclosed 150 positions in Q1 2016, its first 13F filing on record.
Based on V Wealth Advisors's 13F filing for Q1 2016, filed 19 Apr 2016.