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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.32%
10,386
-107
77
$1.24M 0.32%
42,056
+9,292
78
$1.19M 0.31%
6,452
+194
79
$1.18M 0.31%
6,781
-511
80
$1.18M 0.31%
23,403
-504
81
$1.17M 0.3%
12,778
+539
82
$1.17M 0.3%
23,295
+4,534
83
$1.16M 0.3%
19,435
-2,891
84
$1.13M 0.29%
24,334
+1,596
85
$1.11M 0.29%
3,769
-67
86
$1.1M 0.29%
8,050
+1,171
87
$1.1M 0.29%
3,012
-545
88
$1.09M 0.28%
75,818
-1,400
89
$1.09M 0.28%
+10,153
90
$1.07M 0.28%
63,227
+3,478
91
$1.07M 0.28%
13,693
-152
92
$1.03M 0.27%
+36,515
93
$1.02M 0.26%
26,247
-11,698
94
$1M 0.26%
16,732
+1,140
95
$989K 0.26%
13,451
-573
96
$987K 0.26%
16,653
-3,534
97
$987K 0.26%
5,894
-174
98
$967K 0.25%
6,634
+2,719
99
$955K 0.25%
19,412
-65
100
$954K 0.25%
8,584
+480
2 3
4
5 6