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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.41%
8,934
+1,509
52
$1.97M 0.41%
+47,668
53
$1.93M 0.4%
+3,867
54
$1.91M 0.4%
9,817
+4,748
55
$1.91M 0.39%
24,433
+13,139
56
$1.87M 0.39%
61,786
+48,163
57
$1.87M 0.39%
+13,257
58
$1.87M 0.39%
+21,404
59
$1.84M 0.38%
21,020
+12,560
60
$1.83M 0.38%
6,369
+4,173
61
$1.75M 0.36%
+18,807
62
$1.74M 0.36%
5,228
+948
63
$1.71M 0.35%
+12,488
64
$1.7M 0.35%
5,035
+530
65
$1.7M 0.35%
14,980
+6,210
66
$1.66M 0.34%
15,507
+11,060
67
$1.65M 0.34%
7,026
+5,127
68
$1.64M 0.34%
7,029
+2,085
69
$1.63M 0.34%
7,579
+5,033
70
$1.59M 0.33%
+33,523
71
$1.55M 0.32%
5,796
+3,194
72
$1.55M 0.32%
+102,234
73
$1.55M 0.32%
+42,691
74
$1.52M 0.32%
6,514
+1,910
75
$1.52M 0.31%
+16,464
1 2
3
4 5