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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.32%
30,120
+16,139
77
$1.64M 0.31%
4
+1
78
$1.62M 0.31%
25,384
-912
79
$1.62M 0.3%
23,150
+2,902
80
$1.6M 0.3%
88,504
-524
81
$1.54M 0.29%
12,044
-71
82
$1.51M 0.29%
6,153
+56
83
$1.51M 0.28%
21,586
+4
84
$1.49M 0.28%
6,667
+107
85
$1.49M 0.28%
20,759
-1,371
86
$1.47M 0.28%
8,054
-182
87
$1.44M 0.27%
25,313
+1,280
88
$1.43M 0.27%
22,787
+651
89
$1.43M 0.27%
2,783
+13
90
$1.39M 0.26%
23,052
+16,440
91
$1.38M 0.26%
8,009
-42
92
$1.37M 0.26%
18,411
+103
93
$1.36M 0.26%
36,497
+7,995
94
$1.36M 0.26%
19,811
+39
95
$1.36M 0.26%
27,483
-788
96
$1.34M 0.25%
94,374
-20
97
$1.34M 0.25%
34,074
-552
98
$1.33M 0.25%
7,908
-480
99
$1.32M 0.25%
5,880
+753
100
$1.3M 0.25%
13,311
+488
2 3
4
5 6