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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.18M 0.54%
18,380
+341
52
$1.1M 0.51%
+12,421
53
$1.1M 0.51%
7,939
-71
54
$1.06M 0.49%
27,442
+2,620
55
$1.05M 0.49%
12,391
-541
56
$1.01M 0.47%
25,155
+6,600
57
$978K 0.45%
13,276
+83
58
$978K 0.45%
18,375
+1,185
59
$932K 0.43%
39,843
60
$922K 0.43%
53,464
+4,877
61
$913K 0.42%
14,707
+2
62
$911K 0.42%
11,831
+1,193
63
$898K 0.41%
7,637
+1,290
64
$895K 0.41%
20,022
65
$889K 0.41%
10,672
+55
66
$872K 0.4%
8,902
-613
67
$858K 0.4%
12,871
+1,509
68
$852K 0.39%
16,420
+6,068
69
$850K 0.39%
31,196
+303
70
$828K 0.38%
5,511
-23
71
$823K 0.38%
2,240
+433
72
$814K 0.38%
6,843
+1,011
73
$812K 0.38%
+18,165
74
$810K 0.37%
9,135
-142
75
$796K 0.37%
19,459
+1,506
1 2
3
4 5