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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$962K 0.34%
14,938
+641
77
$953K 0.34%
18,910
+5,419
78
$947K 0.34%
26,881
-650
79
$917K 0.33%
+10,516
80
$900K 0.32%
8,611
+462
81
$896K 0.32%
5,296
+67
82
$881K 0.31%
6,348
+592
83
$874K 0.31%
15,096
84
$870K 0.31%
73,608
+6,072
85
$863K 0.31%
19,067
86
$859K 0.31%
6,969
-237
87
$852K 0.3%
7,886
-981
88
$841K 0.3%
22,137
+1,252
89
$829K 0.3%
3,863
+221
90
$821K 0.29%
2,159
+241
91
$806K 0.29%
50,573
+1,690
92
$787K 0.28%
14,642
-3
93
$787K 0.28%
5,114
+96
94
$785K 0.28%
2,228
-102
95
$782K 0.28%
14,375
+271
96
$780K 0.28%
+19,834
97
$771K 0.28%
8,723
+713
98
$766K 0.27%
15,636
+683
99
$758K 0.27%
6,688
+544
100
$756K 0.27%
12,400
-200
2 3
4
5 6