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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$677K 0.36%
18,510
+1,195
77
$671K 0.36%
11,324
+245
78
$665K 0.35%
9,650
-27,149
79
$664K 0.35%
5,944
-107
80
$653K 0.35%
14,956
+3
81
$635K 0.34%
13,666
+1,018
82
$625K 0.33%
7,793
+50
83
$624K 0.33%
6,297
+108
84
$620K 0.33%
31,263
-150
85
$620K 0.33%
10,754
-788
86
$612K 0.33%
1,829
+430
87
$609K 0.33%
22,042
+3,185
88
$607K 0.32%
9,234
+1,346
89
$596K 0.32%
6,315
+693
90
$589K 0.31%
20,682
+1,515
91
$586K 0.31%
2
92
$578K 0.31%
7,967
+128
93
$567K 0.3%
5,503
+405
94
$565K 0.3%
9,801
+2,995
95
$543K 0.29%
4,268
+67
96
$542K 0.29%
3,476
-579
97
$541K 0.29%
5,904
+2,012
98
$538K 0.29%
7,662
-61
99
$528K 0.28%
10,560
+2,680
100
$519K 0.28%
11,246
+2,150
2 3
4
5 6