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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.51%
20,839
-299
52
$1.41M 0.5%
13,169
+117
53
$1.38M 0.49%
10,584
+1,028
54
$1.37M 0.49%
19,083
-2,827
55
$1.34M 0.48%
10,384
+487
56
$1.26M 0.45%
4,229
+23
57
$1.26M 0.45%
30,710
+383
58
$1.25M 0.45%
9,932
+98
59
$1.24M 0.44%
66,326
+1,389
60
$1.21M 0.43%
23,344
-180
61
$1.2M 0.43%
+23,987
62
$1.19M 0.43%
17,949
+1,282
63
$1.19M 0.43%
29,567
+1,012
64
$1.16M 0.42%
19,024
+708
65
$1.15M 0.41%
29,695
+760
66
$1.14M 0.41%
14,603
-4,173
67
$1.12M 0.4%
28,377
+2,325
68
$1.11M 0.4%
30,516
-2,915
69
$1.1M 0.39%
13,606
-47
70
$1.06M 0.38%
10,327
+331
71
$1.05M 0.38%
30,576
-845
72
$1.03M 0.37%
2,650
+699
73
$1M 0.36%
13,656
+1,686
74
$968K 0.35%
8,161
+75
75
$966K 0.35%
5,726
+45
1 2
3
4 5