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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.47M 0.56%
18,776
+1,893
52
$1.47M 0.56%
+7,514
53
$1.47M 0.56%
34,885
+99
54
$1.42M 0.54%
24,849
+2,155
55
$1.38M 0.53%
10,398
+634
56
$1.37M 0.52%
16,400
+3,259
57
$1.36M 0.52%
9,897
+1,158
58
$1.34M 0.51%
9,834
+290
59
$1.34M 0.51%
9,556
+611
60
$1.33M 0.51%
8,115
-515
61
$1.27M 0.48%
30,327
+549
62
$1.24M 0.47%
4,206
+13
63
$1.24M 0.47%
23,524
64
$1.22M 0.46%
28,555
+3,442
65
$1.17M 0.44%
64,937
+5,231
66
$1.16M 0.44%
33,431
+1,193
67
$1.13M 0.43%
13,052
+268
68
$1.13M 0.43%
28,935
-350
69
$1.11M 0.42%
18,316
+381
70
$1.11M 0.42%
31,421
+10,898
71
$1.09M 0.42%
40,571
72
$1.06M 0.4%
13,653
-411
73
$1M 0.38%
8,086
+623
74
$1M 0.38%
16,667
+5,244
75
$961K 0.37%
26,052
+975
1 2
3
4 5