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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.29%
21,582
+978
77
$1.78M 0.28%
19,772
+110
78
$1.78M 0.28%
4,745
-28
79
$1.77M 0.28%
29,739
+3,188
80
$1.77M 0.28%
8,236
+343
81
$1.75M 0.28%
7,881
-886
82
$1.73M 0.28%
6,097
+139
83
$1.72M 0.27%
46,697
+38,887
84
$1.69M 0.27%
22,130
-3,903
85
$1.68M 0.27%
94,394
-155
86
$1.67M 0.27%
18,484
+2,159
87
$1.67M 0.27%
20,248
+1,923
88
$1.66M 0.27%
12,115
+87
89
$1.64M 0.26%
6,560
+143
90
$1.63M 0.26%
15,148
-61
91
$1.62M 0.26%
34,626
+6,158
92
$1.61M 0.26%
18,960
+1,974
93
$1.6M 0.26%
7,552
+81
94
$1.59M 0.25%
3
95
$1.58M 0.25%
13,692
+5,266
96
$1.58M 0.25%
+12,823
97
$1.58M 0.25%
88,353
-625
98
$1.57M 0.25%
89,028
+11,936
99
$1.55M 0.25%
19,463
-222
100
$1.54M 0.25%
2,684
+202
2 3
4
5 6