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
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.56%
28,007
-8,512
52
$1.08M 0.55%
8,329
+390
53
$1.07M 0.54%
18,712
+332
54
$1.03M 0.53%
16,926
-4,917
55
$1.02M 0.52%
26,680
-2,227
56
$1.02M 0.52%
32,728
+1,532
57
$993K 0.51%
10,795
+123
58
$947K 0.48%
27,299
-143
59
$932K 0.47%
39,843
60
$930K 0.47%
56,808
+3,344
61
$902K 0.46%
26,110
+955
62
$886K 0.45%
7,943
+306
63
$874K 0.44%
12,624
+203
64
$868K 0.44%
49,781
-20,394
65
$861K 0.44%
5,511
66
$821K 0.42%
19,067
-2
67
$788K 0.4%
20,432
+2,267
68
$760K 0.39%
2,236
+131
69
$760K 0.39%
22,313
+1,565
70
$758K 0.39%
15,805
-615
71
$743K 0.38%
15,417
-560
72
$740K 0.38%
18,716
-743
73
$732K 0.37%
8,742
-160
74
$712K 0.36%
24,621
+130
75
$707K 0.36%
48,363
+1,100
1 2
3
4 5