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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.45%
9,563
+704
52
$1.7M 0.44%
32,768
+26,120
53
$1.66M 0.43%
26,524
-1,009
54
$1.66M 0.43%
45,928
+9,715
55
$1.64M 0.43%
48,245
-135,087
56
$1.62M 0.42%
15,944
+11,048
57
$1.62M 0.42%
4,164
-304
58
$1.61M 0.42%
20,734
+274
59
$1.58M 0.41%
31,827
+363
60
$1.57M 0.41%
15,643
+10,000
61
$1.57M 0.41%
22,180
-780
62
$1.52M 0.4%
34,105
-6,139
63
$1.51M 0.39%
20,484
+2,923
64
$1.45M 0.38%
7,000
+4,520
65
$1.44M 0.37%
+38,388
66
$1.43M 0.37%
12,674
-290
67
$1.41M 0.37%
21,235
-609
68
$1.39M 0.36%
14,109
+1,753
69
$1.36M 0.35%
7,405
+2,024
70
$1.34M 0.35%
+5,283
71
$1.32M 0.34%
55,708
-3,581
72
$1.3M 0.34%
19,075
-3,814
73
$1.29M 0.34%
+31,753
74
$1.28M 0.33%
5,929
+1,016
75
$1.25M 0.32%
28,008
+5,762
1 2
3
4 5