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
$163M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.51M
3
+$2.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.99M

Top Sells

1
+$2.02M
2
+$1.91M
3
+$1.87M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M

Sector Composition

1 Technology 13.53%
2 Industrials 9.72%
3 Communication Services 7.37%
4 Financials 7.32%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$952K 0.58%
17,803
+13,347
52
$935K 0.57%
10,302
+280
53
$933K 0.57%
19,221
+2,734
54
$920K 0.57%
6,478
+3,411
55
$911K 0.56%
11,780
-378
56
$877K 0.54%
9,876
+1,915
57
$876K 0.54%
9,760
-27
58
$849K 0.52%
12,422
-278
59
$801K 0.49%
18,100
+4,660
60
$794K 0.49%
20,894
-739
61
$792K 0.49%
12,462
+4,579
62
$784K 0.48%
15,820
+500
63
$781K 0.48%
6,939
+1,196
64
$765K 0.47%
22,431
+1,164
65
$737K 0.45%
9,089
+606
66
$733K 0.45%
14,844
-230
67
$721K 0.44%
21,105
+8,310
68
$721K 0.44%
13,526
-370
69
$705K 0.43%
23,557
+4,209
70
$680K 0.42%
17,030
-532
71
$676K 0.42%
13,563
+5,359
72
$663K 0.41%
48,925
+17,280
73
$656K 0.4%
5,782
+1,730
74
$652K 0.4%
6,075
+838
75
$633K 0.39%
5,093
+510
1 2
3
4 5