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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.57M 0.41%
20,460
+520
52
$2.56M 0.41%
62,072
+9,196
53
$2.55M 0.41%
17,716
+187
54
$2.53M 0.4%
4,795
-58
55
$2.48M 0.39%
46,131
+430
56
$2.47M 0.39%
39,814
+5,286
57
$2.46M 0.39%
8,441
-369
58
$2.39M 0.38%
34,491
+27,439
59
$2.37M 0.38%
22,321
+5,170
60
$2.36M 0.38%
5,140
-144
61
$2.32M 0.37%
43,670
+3,106
62
$2.29M 0.36%
5,916
+962
63
$2.27M 0.36%
23,038
+50
64
$2.26M 0.36%
29,040
+1,215
65
$2.22M 0.35%
29,973
+3,277
66
$2.15M 0.34%
13,527
-62
67
$2.1M 0.33%
9,548
+154
68
$2.09M 0.33%
95,823
-2,052
69
$2.06M 0.33%
14,130
-900
70
$2.06M 0.33%
31,363
+9,915
71
$2.04M 0.33%
95,096
+48,053
72
$2.03M 0.32%
5,764
+192
73
$1.98M 0.31%
25,149
-2,769
74
$1.92M 0.31%
39,118
+327
75
$1.92M 0.31%
8,804
+1,381
1 2
3
4 5