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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$634K 0.32%
7,758
-270
77
$611K 0.31%
14,053
+1,466
78
$607K 0.31%
12,114
-326
79
$596K 0.3%
5,029
+133
80
$594K 0.3%
7,395
+177
81
$587K 0.3%
4,698
+59
82
$581K 0.29%
4,470
-91
83
$580K 0.29%
17,220
+10
84
$574K 0.29%
10,628
+5,298
85
$566K 0.29%
6,685
+1,799
86
$565K 0.29%
4,399
+38
87
$553K 0.28%
4,811
+3
88
$550K 0.28%
2
+1
89
$547K 0.28%
4,910
-1,206
90
$532K 0.27%
5,789
-24
91
$522K 0.26%
18,033
+2,166
92
$518K 0.26%
3,271
+154
93
$513K 0.26%
6,443
-278
94
$501K 0.25%
1,973
+2
95
$498K 0.25%
2,771
-160
96
$481K 0.24%
6,317
-21,653
97
$480K 0.24%
6,014
-14,675
98
$473K 0.24%
15,944
99
$461K 0.23%
29,068
+50
100
$459K 0.23%
7,583
+2,481
2 3
4
5 6