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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$956K 0.36%
8,867
-837
77
$945K 0.36%
27,531
-331
78
$944K 0.36%
5,681
+250
79
$942K 0.36%
9,996
+1,872
80
$913K 0.35%
+14,297
81
$912K 0.35%
5,229
+1,135
82
$893K 0.34%
11,970
+501
83
$872K 0.33%
8,149
+1,988
84
$850K 0.32%
20,885
-272
85
$849K 0.32%
19,067
86
$835K 0.32%
15,096
+414
87
$833K 0.32%
2,330
+23
88
$829K 0.31%
12,386
+547
89
$812K 0.31%
67,536
+36,708
90
$798K 0.3%
7,206
-460
91
$798K 0.3%
5,018
+550
92
$770K 0.29%
14,953
+417
93
$764K 0.29%
5,756
+1,133
94
$758K 0.29%
3,642
+133
95
$721K 0.27%
14,104
+2,126
96
$713K 0.27%
1,951
+54
97
$699K 0.27%
6,144
+342
98
$699K 0.27%
8,798
+2,185
99
$698K 0.27%
48,883
+175
100
$697K 0.26%
1,918
-603
2 3
4
5 6