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
$124M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.37M
3
+$1.32M
4
ZION icon
Zions Bancorporation
ZION
+$1.31M
5
AMGN icon
Amgen
AMGN
+$1.2M

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.38M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.24M
5
FSK icon
FS KKR Capital
FSK
+$1.12M

Sector Composition

1 Technology 11.95%
2 Healthcare 10.02%
3 Industrials 8.09%
4 Communication Services 7.84%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$499K 0.4%
4,165
-9
77
$485K 0.39%
6,873
+2
78
$475K 0.38%
6,230
-14,217
79
$469K 0.38%
9,674
80
$468K 0.38%
10,763
-152
81
$465K 0.38%
12,462
+171
82
$460K 0.37%
1,628
-78
83
$455K 0.37%
3,817
-3,002
84
$450K 0.36%
5,268
+101
85
$450K 0.36%
8,616
-232
86
$445K 0.36%
24,485
+4,120
87
$429K 0.35%
6,305
+1,070
88
$425K 0.34%
16,161
-2,107
89
$424K 0.34%
4,054
+301
90
$423K 0.34%
15,839
+1,307
91
$408K 0.33%
2,669
-29
92
$406K 0.33%
2,445
93
$405K 0.33%
4,564
-84
94
$405K 0.33%
3,520
-1,405
95
$387K 0.31%
12,712
+992
96
$384K 0.31%
12,420
+1,540
97
$383K 0.31%
1,595
-151
98
$380K 0.31%
22,461
+2,070
99
$378K 0.31%
24,129
-221
100
$375K 0.3%
9,074
+737
2 3
4
5 6