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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.51M 0.31%
+9,079
77
$1.5M 0.31%
7,013
+2,239
78
$1.49M 0.31%
4,279
+211
79
$1.48M 0.31%
13,522
+8,326
80
$1.48M 0.31%
+16,961
81
$1.45M 0.3%
+13,530
82
$1.45M 0.3%
8,201
+5,804
83
$1.41M 0.29%
+40,298
84
$1.41M 0.29%
+20,364
85
$1.39M 0.29%
8,385
+2,135
86
$1.39M 0.29%
+39,326
87
$1.39M 0.29%
+45,701
88
$1.36M 0.28%
21,004
+1,809
89
$1.36M 0.28%
+9,725
90
$1.35M 0.28%
25,775
+11,918
91
$1.35M 0.28%
14,647
+3,772
92
$1.34M 0.28%
+4,984
93
$1.34M 0.28%
24,386
+14,503
94
$1.33M 0.28%
+6,663
95
$1.33M 0.27%
3,741
+2,798
96
$1.31M 0.27%
+77,488
97
$1.31M 0.27%
+16,514
98
$1.29M 0.27%
+23,959
99
$1.29M 0.27%
+4,720
100
$1.26M 0.26%
18,255
+14,465
2 3
4
5 6