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
$163M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.51M
3
+$2.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.99M

Top Sells

1
+$2.02M
2
+$1.91M
3
+$1.87M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M

Sector Composition

1 Technology 13.53%
2 Industrials 9.72%
3 Communication Services 7.37%
4 Financials 7.32%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$620K 0.38%
21,516
+3,831
77
$608K 0.37%
+10,645
78
$590K 0.36%
5,432
+164
79
$585K 0.36%
4,201
80
$566K 0.35%
4,111
+22
81
$546K 0.34%
+6,858
82
$529K 0.32%
10,040
-554
83
$504K 0.31%
+7,738
84
$499K 0.31%
1,596
-32
85
$496K 0.3%
12,587
+54
86
$494K 0.3%
6,220
+3,185
87
$488K 0.3%
7,284
-291
88
$485K 0.3%
27,960
+2,995
89
$478K 0.29%
4,870
-325
90
$477K 0.29%
2,937
+171
91
$476K 0.29%
3,656
+541
92
$474K 0.29%
5,108
+677
93
$474K 0.29%
1,780
+99
94
$470K 0.29%
6,123
-144
95
$464K 0.29%
4,109
+1,700
96
$457K 0.28%
6,436
+1,192
97
$448K 0.28%
16,157
+3,278
98
$446K 0.27%
25,645
+3,098
99
$445K 0.27%
10,583
-48,102
100
$444K 0.27%
2,677
+696
2 3
4
5 6