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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.17M 0.41%
34,775
+18,052
52
$2.16M 0.41%
20,343
+166
53
$2.14M 0.4%
35,190
-1,076
54
$2.05M 0.38%
39,286
-1,715
55
$2.04M 0.38%
9,692
+6,115
56
$2.01M 0.38%
8,784
+695
57
$1.97M 0.37%
11,889
+479
58
$1.95M 0.37%
5,808
-291
59
$1.91M 0.36%
12,570
-66
60
$1.86M 0.35%
4
61
$1.86M 0.35%
9,236
+354
62
$1.84M 0.34%
3,698
-32
63
$1.83M 0.34%
11,819
+308
64
$1.81M 0.34%
97,617
-1,961
65
$1.79M 0.34%
30,769
+5,129
66
$1.79M 0.34%
31,214
-3,062
67
$1.78M 0.33%
7,276
-117
68
$1.73M 0.32%
5,442
-562
69
$1.7M 0.32%
6,065
+236
70
$1.69M 0.32%
22,915
-662
71
$1.69M 0.32%
66,496
-2,385
72
$1.66M 0.31%
21,864
-3,360
73
$1.66M 0.31%
26,053
-638
74
$1.65M 0.31%
11,532
-161
75
$1.65M 0.31%
21,395
-410
1 2
3
4 5