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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.98M 0.29%
9,592
+822
77
$1.93M 0.28%
7,212
+298
78
$1.91M 0.28%
91,219
-3,486
79
$1.9M 0.28%
5,958
+261
80
$1.89M 0.28%
19,662
+418
81
$1.84M 0.27%
5,372
82
$1.8M 0.26%
20,604
-1,372
83
$1.74M 0.26%
15,209
-163
84
$1.73M 0.25%
7,471
-174
85
$1.71M 0.25%
22,275
-7,983
86
$1.69M 0.25%
12,028
+383
87
$1.69M 0.25%
7,893
-250
88
$1.69M 0.25%
4,794
-267
89
$1.67M 0.24%
19,685
-9,414
90
$1.67M 0.24%
22,314
+2,842
91
$1.65M 0.24%
88,978
-1,572
92
$1.65M 0.24%
66,896
-3,235
93
$1.62M 0.24%
3,233
-80
94
$1.59M 0.23%
8,426
+354
95
$1.59M 0.23%
26,551
-2,224
96
$1.59M 0.23%
19,748
-1,888
97
$1.58M 0.23%
16,986
+355
98
$1.57M 0.23%
16,325
+307
99
$1.57M 0.23%
9,392
-517
100
$1.53M 0.22%
30,339
+919
2 3
4
5 6