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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.37%
28,173
-7,613
52
$2.32M 0.37%
+21,441
53
$2.3M 0.37%
5,050
+190
54
$2.3M 0.37%
27,618
-12,035
55
$2.29M 0.37%
10,273
+681
56
$2.26M 0.36%
21,543
-10,417
57
$2.24M 0.36%
13,469
-32
58
$2.23M 0.36%
16,263
-979
59
$2.2M 0.35%
13,596
-1,298
60
$2.18M 0.35%
44,025
+4,474
61
$2.11M 0.34%
7,614
-1,347
62
$2.07M 0.33%
40,644
-643
63
$2.06M 0.33%
10,011
+194
64
$2.04M 0.33%
35,306
-5,249
65
$2.02M 0.32%
15,961
-521
66
$1.96M 0.31%
26,296
-292
67
$1.94M 0.31%
16,385
+182
68
$1.93M 0.31%
27,826
+5,512
69
$1.92M 0.31%
23,392
+1,117
70
$1.92M 0.31%
84,047
-7,172
71
$1.91M 0.31%
29,923
+18,691
72
$1.9M 0.3%
7,664
+452
73
$1.88M 0.3%
41,392
+41
74
$1.84M 0.29%
5,127
+333
75
$1.84M 0.29%
27,686
-19,698
1 2
3
4 5