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
$198M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.69M
3
+$968K
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$947K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$845K

Top Sells

1
+$9.93M
2
+$9.52M
3
+$3.24M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.28M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.98M

Sector Composition

1 Technology 14.87%
2 Industrials 10.05%
3 Financials 9.89%
4 Consumer Discretionary 7.58%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$696K 0.35%
7,993
-287
77
$693K 0.35%
42,808
+13,740
78
$689K 0.35%
6,189
-344
79
$680K 0.34%
11,542
+914
80
$679K 0.34%
22,056
+105
81
$677K 0.34%
4,928
+117
82
$674K 0.34%
17,315
-1,550
83
$643K 0.32%
19,167
+4,395
84
$630K 0.32%
7,743
-15
85
$630K 0.32%
2
86
$628K 0.32%
7,839
+444
87
$607K 0.31%
5,988
-26
88
$585K 0.29%
+7,723
89
$580K 0.29%
7,611
+926
90
$580K 0.29%
5,622
-167
91
$574K 0.29%
18,857
+824
92
$565K 0.28%
10,552
+1,970
93
$551K 0.28%
6,853
+2,707
94
$537K 0.27%
5,098
+1,518
95
$535K 0.27%
4,201
+699
96
$534K 0.27%
7,888
+1,140
97
$532K 0.27%
1,717
+1,013
98
$530K 0.27%
2,597
+36
99
$520K 0.26%
16,189
+245
100
$512K 0.26%
3,380
+1,413
2 3
4
5 6