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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.89M 0.3%
7,853
-16
77
$1.85M 0.29%
17,320
+120
78
$1.84M 0.29%
4,866
+855
79
$1.82M 0.29%
16,089
+1,779
80
$1.78M 0.28%
33,546
+23
81
$1.76M 0.28%
7,364
+242
82
$1.76M 0.28%
32,680
+13,120
83
$1.74M 0.28%
8,886
+69
84
$1.74M 0.28%
14,986
+1,467
85
$1.73M 0.27%
9,264
+333
86
$1.72M 0.27%
15,213
-1,590
87
$1.71M 0.27%
+97,179
88
$1.69M 0.27%
21,692
+74
89
$1.69M 0.27%
10,915
+3,034
90
$1.68M 0.27%
8,070
+73
91
$1.65M 0.26%
5,379
+70
92
$1.65M 0.26%
5,289
+44
93
$1.62M 0.26%
7,034
+211
94
$1.62M 0.26%
70,131
+7,825
95
$1.62M 0.26%
5,928
+189
96
$1.57M 0.25%
62,224
+33,865
97
$1.56M 0.25%
3,885
+677
98
$1.54M 0.24%
13,780
+576
99
$1.53M 0.24%
18,843
+36
100
$1.53M 0.24%
26,802
+4,012
2 3
4
5 6