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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.4%
34,276
-238
52
$1.95M 0.4%
6,075
+1,674
53
$1.94M 0.4%
8,089
+177
54
$1.93M 0.4%
25,224
-7,067
55
$1.92M 0.4%
12,636
-1,637
56
$1.88M 0.39%
15,387
+264
57
$1.87M 0.39%
4
58
$1.84M 0.38%
8,882
+268
59
$1.77M 0.37%
6,099
-52
60
$1.75M 0.36%
26,691
-4,585
61
$1.75M 0.36%
34,918
+2,996
62
$1.74M 0.36%
99,578
-3,216
63
$1.7M 0.35%
3,730
-18
64
$1.7M 0.35%
11,410
+1,228
65
$1.68M 0.35%
4,587
+904
66
$1.63M 0.34%
21,805
-346
67
$1.58M 0.33%
7,393
-552
68
$1.58M 0.33%
47,592
+4,182
69
$1.54M 0.32%
6,004
-517
70
$1.54M 0.32%
5,829
-5,286
71
$1.53M 0.32%
23,577
-947
72
$1.52M 0.31%
29,672
-7,205
73
$1.52M 0.31%
11,693
-9,169
74
$1.48M 0.31%
23,924
-1,355
75
$1.43M 0.3%
9,774
+3,745
1 2
3
4 5