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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

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
76
$630K 0.3%
1,983
+387
77
$629K 0.29%
18,075
-3,030
78
$604K 0.28%
4,561
-532
79
$601K 0.28%
19,640
-3,917
80
$587K 0.28%
4,361
+250
81
$558K 0.26%
27,294
+8,960
82
$543K 0.25%
12,440
-1,123
83
$542K 0.25%
17,210
-5,221
84
$536K 0.25%
8,922
-3,540
85
$536K 0.25%
6,721
-137
86
$527K 0.25%
4,974
-808
87
$524K 0.25%
4,808
+2,351
88
$519K 0.24%
12,587
89
$510K 0.24%
7,218
-66
90
$508K 0.24%
4,896
-1,179
91
$502K 0.24%
30,769
+5,124
92
$498K 0.23%
4,639
-469
93
$496K 0.23%
2,931
-6
94
$478K 0.22%
5,813
-407
95
$475K 0.22%
3,117
-539
96
$461K 0.22%
29,018
+1,058
97
$458K 0.21%
9,587
+1,310
98
$453K 0.21%
8,600
-1,440
99
$452K 0.21%
15,944
-213
100
$452K 0.21%
2,442
+261
2 3
4
5 6