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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.42M 0.51%
20,839
52
$1.41M 0.5%
13,169
53
$1.38M 0.49%
10,584
54
$1.37M 0.49%
19,083
55
$1.34M 0.48%
10,384
56
$1.26M 0.45%
4,229
57
$1.26M 0.45%
30,710
58
$1.25M 0.45%
9,932
59
$1.24M 0.44%
66,326
60
$1.21M 0.43%
23,344
61
$1.2M 0.43%
23,987
62
$1.19M 0.43%
17,949
63
$1.19M 0.43%
29,567
64
$1.16M 0.42%
19,024
65
$1.15M 0.41%
29,695
66
$1.14M 0.41%
14,603
67
$1.12M 0.4%
28,377
68
$1.11M 0.4%
30,516
69
$1.1M 0.39%
13,606
70
$1.06M 0.38%
10,327
71
$1.05M 0.38%
30,576
72
$1.03M 0.37%
2,650
73
$1M 0.36%
13,656
74
$968K 0.35%
8,161
75
$966K 0.35%
5,726
1 2
3
4 5