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
$179M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.95M
3
+$1.61M
4
CSX icon
CSX Corp
CSX
+$1.57M
5
PGR icon
Progressive
PGR
+$1.49M

Top Sells

1
+$7.59M
2
+$6.31M
3
+$2.38M
4
AMGN icon
Amgen
AMGN
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.11M

Sector Composition

1 Technology 11.55%
2 Financials 10.33%
3 Industrials 8.36%
4 Consumer Discretionary 6.75%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.57%
13,193
+3,474
52
$963K 0.54%
24,822
-65
53
$902K 0.5%
+39,843
54
$898K 0.5%
20,022
55
$881K 0.49%
17,190
+167
56
$848K 0.47%
10,617
-2,582
57
$817K 0.46%
9,515
-446
58
$808K 0.45%
48,587
+4,032
59
$800K 0.45%
5,534
60
$787K 0.44%
10,638
+1,404
61
$786K 0.44%
14,705
-29,075
62
$782K 0.44%
9,277
-373
63
$773K 0.43%
6,038
+94
64
$772K 0.43%
17,953
+1,025
65
$759K 0.42%
15,447
-1,358
66
$753K 0.42%
24,481
-862
67
$742K 0.41%
18,555
+45
68
$732K 0.41%
11,362
+38
69
$714K 0.4%
5,832
+3,672
70
$711K 0.4%
46,183
+305
71
$708K 0.4%
9,898
-2,800
72
$703K 0.39%
6,216
-99
73
$690K 0.39%
16,570
+750
74
$689K 0.39%
6,973
+144
75
$674K 0.38%
20,243
-50,938
1 2
3
4 5