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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.4M 0.44%
+20,460
52
$1.39M 0.44%
4,468
-465
53
$1.37M 0.43%
5,298
+1,069
54
$1.33M 0.42%
22,960
+10,560
55
$1.3M 0.41%
24,821
+9,883
56
$1.29M 0.4%
17,561
+8,452
57
$1.29M 0.4%
20,451
+1,738
58
$1.29M 0.4%
12,964
+197
59
$1.28M 0.4%
22,889
+8,286
60
$1.26M 0.4%
37,945
+7,235
61
$1.26M 0.39%
13,728
+10,821
62
$1.26M 0.39%
59,289
-9,949
63
$1.24M 0.39%
21,844
+3,935
64
$1.24M 0.39%
36,213
+1,083
65
$1.21M 0.38%
8,780
+3,054
66
$1.21M 0.38%
22,326
+10,941
67
$1.21M 0.38%
3,557
+907
68
$1.18M 0.37%
23,907
+4,997
69
$1.15M 0.36%
38,245
+1,049
70
$1.14M 0.36%
22,850
+3,826
71
$1.11M 0.35%
20,187
+2,238
72
$1.1M 0.35%
16,159
+203
73
$1.08M 0.34%
+12,120
74
$1.03M 0.32%
6,258
+2,395
75
$1.03M 0.32%
12,261
+4,375
1 2
3
4 5