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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$777K 0.36%
+2,105
77
$777K 0.36%
24,491
+10
78
$776K 0.36%
15,977
+530
79
$760K 0.35%
9,821
-77
80
$722K 0.33%
4,401
-11,635
81
$721K 0.33%
5,907
-131
82
$715K 0.33%
2,676
+1,614
83
$710K 0.33%
6,291
+75
84
$702K 0.32%
11,740
+1,060
85
$690K 0.32%
6,794
+1,858
86
$685K 0.32%
19,259
-984
87
$678K 0.31%
20,748
+13,663
88
$674K 0.31%
18,060
+1,490
89
$660K 0.3%
13,306
+1,000
90
$642K 0.3%
47,263
+1,080
91
$640K 0.3%
+2
92
$640K 0.3%
26,354
+13,498
93
$598K 0.28%
19,128
-51
94
$592K 0.27%
+10,696
95
$589K 0.27%
+9,179
96
$588K 0.27%
7,475
-210
97
$588K 0.27%
3,688
+501
98
$587K 0.27%
+12,104
99
$586K 0.27%
2,346
+229
100
$582K 0.27%
3,290
+25
2 3
4
5 6