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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.63M 0.39%
22,690
+19,827
52
$2.59M 0.38%
15,152
-2,458
53
$2.56M 0.37%
7,115
-645
54
$2.48M 0.36%
41,351
+1,159
55
$2.42M 0.35%
34,416
+224
56
$2.4M 0.35%
17,852
+140
57
$2.4M 0.35%
23,334
+59
58
$2.34M 0.34%
39,996
-2,299
59
$2.28M 0.33%
16,203
+599
60
$2.27M 0.33%
13,501
+70
61
$2.26M 0.33%
6,417
+153
62
$2.25M 0.33%
35,424
+7,157
63
$2.23M 0.33%
9,817
+380
64
$2.22M 0.33%
94,549
+13,076
65
$2.22M 0.33%
8,807
-978
66
$2.22M 0.33%
23,885
-847
67
$2.2M 0.32%
40,555
-1,630
68
$2.19M 0.32%
35,786
-3,907
69
$2.17M 0.32%
16,482
-880
70
$2.15M 0.32%
8,825
-207
71
$2.15M 0.31%
41,287
-6,440
72
$2.1M 0.31%
39,551
+2,036
73
$2.07M 0.3%
18,359
-207
74
$2.02M 0.3%
26,588
-2,467
75
$2.02M 0.3%
14,894
-73
1 2
3
4 5