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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.55%
13,199
-254
52
$1.02M 0.54%
31,598
-392
53
$999K 0.53%
8,035
+70
54
$977K 0.52%
9,118
+2,270
55
$976K 0.52%
18,002
+4,728
56
$967K 0.52%
9,827
-1,869
57
$923K 0.49%
16,545
+145
58
$919K 0.49%
9,961
-133
59
$862K 0.46%
24,887
-645
60
$839K 0.45%
5,534
-100
61
$825K 0.44%
20,231
-1,653
62
$824K 0.44%
16,805
-1,657
63
$820K 0.44%
9,719
+2,108
64
$798K 0.43%
17,023
+290
65
$792K 0.42%
19,069
66
$786K 0.42%
16,928
-643
67
$772K 0.41%
25,343
+3,287
68
$753K 0.4%
2,181
+464
69
$742K 0.4%
12,698
+789
70
$724K 0.39%
45,878
+3,070
71
$714K 0.38%
6,829
-24
72
$713K 0.38%
44,555
+917
73
$710K 0.38%
2,212
-249
74
$700K 0.37%
18,960
+78
75
$691K 0.37%
3,133
+896
1 2
3
4 5