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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.54%
26,599
+16,016
52
$1.14M 0.53%
16,476
+298
53
$1.1M 0.52%
9,464
-3
54
$1.07M 0.5%
31,853
+1,160
55
$1.04M 0.49%
34,811
+2,185
56
$1.02M 0.48%
11,743
-560
57
$981K 0.46%
20,240
+2,140
58
$981K 0.46%
7,552
-1,621
59
$975K 0.46%
10,464
+704
60
$848K 0.4%
16,370
+550
61
$841K 0.39%
12,313
-109
62
$826K 0.39%
16,774
+1,930
63
$804K 0.38%
20,894
64
$753K 0.35%
10,964
-816
65
$744K 0.35%
13,421
-105
66
$726K 0.34%
4,790
-1,688
67
$721K 0.34%
7,683
-2,193
68
$709K 0.33%
6,116
-823
69
$704K 0.33%
15,781
-3,440
70
$684K 0.32%
4,662
+1,985
71
$672K 0.31%
16,490
-540
72
$655K 0.31%
8,028
-1,061
73
$650K 0.3%
5,270
-162
74
$643K 0.3%
21,846
+330
75
$643K 0.3%
4,848
+647
1 2
3
4 5