VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.04M
3
+$2.88M
4
ON icon
ON Semiconductor
ON
+$1.98M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.93M

Top Sells

1
+$1.84M
2
+$1.67M
3
+$1.64M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$593K
5
AAPL icon
Apple
AAPL
+$369K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
+20
777
$1K ﹤0.01%
+12
778
$1K ﹤0.01%
+10
779
$1K ﹤0.01%
+18
780
$1K ﹤0.01%
+27
781
$1K ﹤0.01%
+50
782
$1K ﹤0.01%
+17
783
$1K ﹤0.01%
+13
784
$1K ﹤0.01%
+41
785
$1K ﹤0.01%
+250
786
$1K ﹤0.01%
+50
787
$1K ﹤0.01%
+50
788
$1K ﹤0.01%
+30
789
$1K ﹤0.01%
+11
790
$1K ﹤0.01%
+20
791
$1K ﹤0.01%
+5
792
$1K ﹤0.01%
+10
793
$1K ﹤0.01%
+37
794
$1K ﹤0.01%
+500
795
$1K ﹤0.01%
+10
796
$1K ﹤0.01%
+18
797
$1K ﹤0.01%
+160
798
$1K ﹤0.01%
+119
799
$1K ﹤0.01%
+250
800
$1K ﹤0.01%
+100
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