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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.39%
7,964
+219
52
$1.92M 0.38%
19,929
-91
53
$1.91M 0.38%
62,983
+4,172
54
$1.88M 0.38%
39,947
+713
55
$1.87M 0.37%
13,939
-197
56
$1.86M 0.37%
10,762
+244
57
$1.83M 0.37%
45,675
-2,588
58
$1.77M 0.35%
3,748
-846
59
$1.75M 0.35%
103,747
+4,295
60
$1.75M 0.35%
15,123
-221
61
$1.74M 0.35%
102,794
-132
62
$1.71M 0.34%
6,521
+4
63
$1.68M 0.34%
8,614
-2,468
64
$1.67M 0.33%
7,945
+62
65
$1.63M 0.33%
4
66
$1.62M 0.32%
105,876
+4,441
67
$1.61M 0.32%
36,877
+2,308
68
$1.61M 0.32%
6,064
+184
69
$1.6M 0.32%
31,276
+1,156
70
$1.6M 0.32%
31,922
-4,259
71
$1.57M 0.31%
97,217
+8,713
72
$1.55M 0.31%
19,233
+822
73
$1.53M 0.31%
23,048
+4,489
74
$1.51M 0.3%
10,182
+1,463
75
$1.49M 0.3%
6,151
-2
1 2
3
4 5