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
$122M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.75M
3
+$1.61M
4
BIIB icon
Biogen
BIIB
+$1.32M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.32M

Top Sells

1
+$5.43M
2
+$1.88M
3
+$1.73M
4
GT icon
Goodyear
GT
+$1.67M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.47M

Sector Composition

1 Technology 12.27%
2 Healthcare 8.71%
3 Industrials 8.23%
4 Financials 7.89%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$521K 0.43%
10,227
+257
77
$521K 0.43%
6,871
+40
78
$496K 0.41%
12,628
-317
79
$491K 0.4%
13,720
+1,400
80
$476K 0.39%
10,915
+4
81
$468K 0.38%
3,876
+181
82
$464K 0.38%
1,706
+130
83
$456K 0.37%
18,268
-5,729
84
$453K 0.37%
9,674
-1,052
85
$438K 0.36%
8,848
-5,221
86
$437K 0.36%
12,291
87
$434K 0.36%
1,746
+70
88
$427K 0.35%
2,698
+1,435
89
$418K 0.34%
5,167
+50
90
$415K 0.34%
37,802
-7,561
91
$410K 0.34%
4,421
+5
92
$405K 0.33%
2,445
93
$397K 0.33%
5,738
+342
94
$396K 0.32%
10,899
+3,278
95
$383K 0.31%
8,337
-14
96
$380K 0.31%
4,174
-392
97
$369K 0.3%
3,753
+762
98
$366K 0.3%
20,365
+2,200
99
$360K 0.3%
3,013
-287
100
$355K 0.29%
4,648
-47
2 3
4
5 6