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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.52%
16,008
-30,910
52
$1.01M 0.51%
10,647
+183
53
$981K 0.5%
5,359
-2,670
54
$972K 0.49%
17,870
+1,500
55
$957K 0.49%
8,280
+728
56
$902K 0.46%
+16,400
57
$837K 0.42%
12,053
-260
58
$826K 0.42%
16,714
-60
59
$821K 0.42%
10,790
-174
60
$796K 0.4%
16,096
+315
61
$795K 0.4%
16,540
-3,700
62
$791K 0.4%
13,346
-75
63
$746K 0.38%
19,070
-1,824
64
$727K 0.37%
16,640
+150
65
$714K 0.36%
12,763
+3,841
66
$675K 0.34%
18,865
+790
67
$673K 0.34%
2,065
+82
68
$666K 0.34%
19,061
-579
69
$661K 0.34%
5,270
70
$655K 0.33%
30,472
+3,178
71
$655K 0.33%
21,951
+105
72
$653K 0.33%
39,881
+9,112
73
$650K 0.33%
4,516
-332
74
$647K 0.33%
6,533
+1,559
75
$641K 0.33%
3,230
+788
1 2
3
4 5