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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.25M 0.41%
7,537
-67
52
$2.24M 0.41%
97,875
-8,038
53
$2.22M 0.41%
13,859
+458
54
$2.2M 0.4%
22,988
-114
55
$2.14M 0.39%
8,810
+2,296
56
$2.1M 0.39%
40,564
-10,156
57
$2.1M 0.39%
10,362
+1,428
58
$2.1M 0.39%
4,411
+544
59
$2.08M 0.38%
5,572
+588
60
$2.07M 0.38%
9,394
-306
61
$2.06M 0.38%
19,940
-1,080
62
$2.06M 0.38%
13,589
+1,101
63
$2.05M 0.38%
27,825
+3,392
64
$2.05M 0.38%
52,876
-8,910
65
$2.01M 0.37%
27,918
-211
66
$1.85M 0.34%
26,696
+6,399
67
$1.82M 0.33%
16,803
+1,296
68
$1.81M 0.33%
7,122
+109
69
$1.81M 0.33%
+17,151
70
$1.72M 0.32%
7,423
+909
71
$1.72M 0.32%
5,284
+56
72
$1.71M 0.31%
21,212
-192
73
$1.68M 0.31%
5,309
+589
74
$1.66M 0.31%
15,030
+50
75
$1.65M 0.3%
50,843
+8,152
1 2
3
4 5