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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.3%
38,791
-535
77
$1.64M 0.3%
102,432
+198
78
$1.64M 0.3%
22,742
+4,487
79
$1.62M 0.3%
13,519
-3
80
$1.61M 0.3%
8,817
-262
81
$1.59M 0.29%
18,807
82
$1.59M 0.29%
4,954
-81
83
$1.58M 0.29%
62,306
+16,605
84
$1.56M 0.29%
7,869
-332
85
$1.55M 0.29%
14,310
-337
86
$1.54M 0.28%
17,200
+736
87
$1.53M 0.28%
33,523
88
$1.53M 0.28%
6,823
-756
89
$1.53M 0.28%
8,394
+1,731
90
$1.52M 0.28%
21,618
+614
91
$1.5M 0.28%
23,789
-170
92
$1.48M 0.27%
16,961
93
$1.48M 0.27%
4,011
+270
94
$1.47M 0.27%
6,612
-414
95
$1.47M 0.27%
25,315
-1,000
96
$1.44M 0.26%
13,204
-326
97
$1.41M 0.26%
+5,739
98
$1.41M 0.26%
8,931
+546
99
$1.38M 0.25%
19,925
-439
100
$1.37M 0.25%
73,288
-4,200
2 3
4
5 6