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
$179M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.95M
3
+$1.61M
4
CSX icon
CSX Corp
CSX
+$1.57M
5
PGR icon
Progressive
PGR
+$1.49M

Top Sells

1
+$7.59M
2
+$6.31M
3
+$2.38M
4
AMGN icon
Amgen
AMGN
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.11M

Sector Composition

1 Technology 11.55%
2 Financials 10.33%
3 Industrials 8.36%
4 Consumer Discretionary 6.75%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$674K 0.38%
6,347
+50
77
$653K 0.37%
1,807
-22
78
$653K 0.37%
14,966
+10
79
$617K 0.34%
10,680
+120
80
$604K 0.34%
7,685
-282
81
$599K 0.33%
11,774
-1,892
82
$591K 0.33%
7,423
-370
83
$591K 0.33%
12,306
+1,060
84
$585K 0.33%
5,910
+6
85
$564K 0.32%
8,343
+245
86
$561K 0.31%
3,476
87
$557K 0.31%
19,179
-1,503
88
$551K 0.31%
10,352
+551
89
$539K 0.3%
7,580
+545
90
$531K 0.3%
2,515
-95
91
$518K 0.29%
+9,388
92
$513K 0.29%
3,792
-27
93
$512K 0.29%
4,278
+10
94
$510K 0.29%
38,417
+3,967
95
$507K 0.28%
4,936
-567
96
$502K 0.28%
17,196
-4,846
97
$494K 0.28%
9,105
-204
98
$488K 0.27%
2,903
+376
99
$484K 0.27%
4,452
+402
100
$478K 0.27%
75,400
+3,240
2 3
4
5 6