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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.07M 0.39%
15,186
-84
52
$2.06M 0.39%
37,232
+334
53
$2.06M 0.39%
+10,550
54
$2.06M 0.39%
48,263
+3,580
55
$2.01M 0.38%
64,675
-722
56
$2.01M 0.38%
12,200
-44
57
$2M 0.38%
13,802
+333
58
$2M 0.38%
102,926
+18,879
59
$1.97M 0.37%
6,591
+619
60
$1.96M 0.37%
33,604
-188
61
$1.93M 0.36%
23,785
+4,460
62
$1.93M 0.36%
39,234
-2,158
63
$1.93M 0.36%
10,768
+495
64
$1.92M 0.36%
6,517
+81
65
$1.91M 0.36%
20,758
-683
66
$1.89M 0.36%
5,159
+109
67
$1.89M 0.36%
58,811
-2
68
$1.87M 0.35%
15,344
-617
69
$1.81M 0.34%
34,569
+11,647
70
$1.81M 0.34%
36,181
+8,658
71
$1.79M 0.34%
10,518
+507
72
$1.78M 0.34%
16,414
+29
73
$1.78M 0.34%
99,452
+30,036
74
$1.72M 0.33%
7,883
+269
75
$1.72M 0.32%
3,990
+667
1 2
3
4 5