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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.78M
3
+$2.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.59M
5
ALK icon
Alaska Air
ALK
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.41%
2 Industrials 8.95%
3 Financials 8.45%
4 Communication Services 7.05%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$450K 0.36%
+3,400
77
$444K 0.36%
+12,291
78
$437K 0.35%
+10,911
79
$419K 0.34%
+3,300
80
$413K 0.33%
+1,576
81
$409K 0.33%
+5,117
82
$402K 0.32%
+3,695
83
$397K 0.32%
+4,416
84
$386K 0.31%
+8,351
85
$374K 0.3%
+8,022
86
$373K 0.3%
+1,676
87
$370K 0.3%
+12,320
88
$370K 0.3%
+2,445
89
$363K 0.29%
+6,803
90
$362K 0.29%
+16,679
91
$361K 0.29%
+4,695
92
$355K 0.28%
+24,290
93
$346K 0.28%
+4,566
94
$341K 0.27%
+11,720
95
$338K 0.27%
+5,396
96
$324K 0.26%
+5,274
97
$295K 0.24%
+11,724
98
$289K 0.23%
+2,776
99
$286K 0.23%
+2,888
100
$284K 0.23%
+3,551
2 3
4
5 6