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
$124M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.37M
3
+$1.32M
4
ZION icon
Zions Bancorporation
ZION
+$1.31M
5
AMGN icon
Amgen
AMGN
+$1.2M

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.38M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.24M
5
FSK icon
FS KKR Capital
FSK
+$1.12M

Sector Composition

1 Technology 11.95%
2 Healthcare 10.02%
3 Industrials 8.09%
4 Communication Services 7.84%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$790K 0.64%
32,931
+21,933
52
$789K 0.64%
15,224
+507
53
$772K 0.62%
11,560
-800
54
$760K 0.61%
9,576
-17,439
55
$745K 0.6%
15,074
+460
56
$728K 0.59%
22,851
+1,718
57
$720K 0.58%
+15,798
58
$710K 0.57%
22,375
59
$694K 0.56%
6,387
+36
60
$678K 0.55%
22,575
+343
61
$678K 0.55%
13,936
+400
62
$675K 0.55%
8,171
-739
63
$664K 0.54%
17,689
-59
64
$608K 0.49%
11,454
+1,584
65
$604K 0.49%
10,355
+128
66
$595K 0.48%
23,471
+15,263
67
$568K 0.46%
6,684
+14
68
$565K 0.46%
5,513
-93
69
$557K 0.45%
11,843
-785
70
$552K 0.45%
13,180
-540
71
$550K 0.44%
8,682
72
$549K 0.44%
6,330
-4,628
73
$548K 0.44%
6,567
-271
74
$542K 0.44%
+6,408
75
$508K 0.41%
4,285
+409
1 2
3
4 5