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
$198M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.69M
3
+$968K
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$947K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$845K

Top Sells

1
+$9.93M
2
+$9.52M
3
+$3.24M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.28M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.98M

Sector Composition

1 Technology 14.87%
2 Industrials 10.05%
3 Financials 9.89%
4 Consumer Discretionary 7.58%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.57%
31,990
+962
52
$1.14M 0.57%
13,020
+8,569
53
$1.13M 0.57%
16,370
+362
54
$950K 0.48%
5,634
+364
55
$947K 0.48%
+25,532
56
$939K 0.47%
10,094
-696
57
$904K 0.46%
16,400
58
$902K 0.45%
18,462
+1,748
59
$884K 0.45%
21,884
+4,664
60
$865K 0.44%
16,733
+637
61
$842K 0.42%
17,571
+931
62
$834K 0.42%
13,081
-265
63
$826K 0.42%
2,461
+488
64
$808K 0.41%
6,848
+1,938
65
$796K 0.4%
6,051
+1,022
66
$783K 0.39%
19,069
-1
67
$764K 0.38%
+13,274
68
$750K 0.38%
31,413
+941
69
$744K 0.37%
12,648
-115
70
$727K 0.37%
18,882
-179
71
$703K 0.35%
11,909
-205
72
$701K 0.35%
4,055
-461
73
$700K 0.35%
11,079
+5,107
74
$700K 0.35%
14,953
+900
75
$699K 0.35%
43,638
+3,757
1 2
3
4 5