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
$122M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.75M
3
+$1.61M
4
BIIB icon
Biogen
BIIB
+$1.32M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.32M

Top Sells

1
+$5.43M
2
+$1.88M
3
+$1.73M
4
GT icon
Goodyear
GT
+$1.67M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.47M

Sector Composition

1 Technology 12.27%
2 Healthcare 8.71%
3 Industrials 8.23%
4 Financials 7.89%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$850K 0.7%
22,432
+1,292
52
$842K 0.69%
12,585
+137
53
$836K 0.69%
12,710
-6,175
54
$825K 0.68%
14,717
+1,511
55
$803K 0.66%
32,931
-1,965
56
$775K 0.64%
12,360
-14,696
57
$767K 0.63%
+6,177
58
$734K 0.6%
6,819
-193
59
$721K 0.59%
+14,614
60
$692K 0.57%
22,375
61
$677K 0.55%
6,351
-154
62
$676K 0.55%
8,154
+470
63
$669K 0.55%
22,232
+69
64
$660K 0.54%
8,910
-2,084
65
$653K 0.54%
13,536
+5,514
66
$627K 0.51%
17,748
+255
67
$603K 0.49%
21,133
+988
68
$601K 0.49%
4,925
-589
69
$582K 0.48%
5,606
-99
70
$569K 0.47%
6,670
-8,960
71
$553K 0.45%
8,682
+1,879
72
$552K 0.45%
24,721
+8,042
73
$548K 0.45%
+6,838
74
$527K 0.43%
2,747
+1,262
75
$526K 0.43%
9,870
-1,694
1 2
3
4 5