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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$992K 0.31%
5,950
+3,219
77
$984K 0.31%
22,246
+7,871
78
$976K 0.31%
10,493
-2,676
79
$975K 0.31%
+5,225
80
$966K 0.3%
12,239
+5,009
81
$963K 0.3%
32,764
+7,468
82
$959K 0.3%
9,002
+2,889
83
$957K 0.3%
3,836
+1,831
84
$955K 0.3%
4,913
+3,144
85
$950K 0.3%
7,101
+1,805
86
$941K 0.29%
12,356
+2,703
87
$938K 0.29%
+15,592
88
$933K 0.29%
91,398
+17,790
89
$923K 0.29%
+9,989
90
$922K 0.29%
14,024
+5,301
91
$910K 0.28%
+18,761
92
$909K 0.28%
9,185
+4,156
93
$899K 0.28%
6,068
-280
94
$897K 0.28%
22,738
+4,579
95
$884K 0.28%
31,464
+948
96
$866K 0.27%
+19,668
97
$860K 0.27%
4,535
+2,472
98
$855K 0.27%
18,228
+3,132
99
$851K 0.27%
30,748
+23,234
100
$843K 0.26%
29,270
-425
2 3
4
5 6