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
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$706K 0.36%
22,185
+3,057
77
$705K 0.36%
6,320
+413
78
$704K 0.36%
2,165
-75
79
$701K 0.36%
7,679
+1,388
80
$677K 0.34%
14,406
+1,100
81
$669K 0.34%
10,505
-1,326
82
$660K 0.34%
13,079
+6,915
83
$658K 0.33%
8,185
-950
84
$640K 0.33%
26,354
85
$626K 0.32%
9,743
-78
86
$588K 0.3%
2
87
$586K 0.3%
2,346
88
$578K 0.29%
9,883
-2,988
89
$565K 0.29%
11,292
+5,107
90
$558K 0.28%
1,427
91
$557K 0.28%
6,139
+184
92
$546K 0.28%
3,030
+316
93
$542K 0.28%
7,050
+6
94
$539K 0.27%
4,463
+255
95
$535K 0.27%
9,474
+3
96
$507K 0.26%
11,104
-1,000
97
$503K 0.26%
4,942
-1,852
98
$487K 0.25%
15,270
-2,790
99
$487K 0.25%
8,916
-263
100
$485K 0.25%
1,644
2 3
4
5 6