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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$962K 0.34%
14,938
77
$953K 0.34%
18,910
78
$947K 0.34%
26,881
79
$917K 0.33%
10,516
80
$900K 0.32%
8,611
81
$896K 0.32%
5,296
82
$881K 0.31%
6,348
83
$874K 0.31%
15,096
84
$870K 0.31%
73,608
85
$863K 0.31%
18,159
-908
86
$859K 0.31%
6,969
87
$852K 0.3%
7,886
88
$841K 0.3%
22,137
89
$829K 0.3%
3,863
90
$821K 0.29%
2,159
91
$806K 0.29%
50,573
92
$787K 0.28%
14,642
93
$787K 0.28%
5,114
94
$785K 0.28%
2,228
95
$782K 0.28%
14,375
96
$780K 0.28%
19,834
97
$771K 0.28%
8,723
98
$766K 0.27%
15,636
99
$758K 0.27%
6,688
100
$756K 0.27%
12,400
2 3
4
5 6