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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.48M 0.3%
3,833
-157
77
$1.48M 0.3%
22,151
-999
78
$1.47M 0.29%
24,524
-860
79
$1.47M 0.29%
65,988
+43,019
80
$1.44M 0.29%
25,279
-34
81
$1.4M 0.28%
11,558
-486
82
$1.4M 0.28%
9,704
-2,496
83
$1.33M 0.27%
6,475
-192
84
$1.31M 0.26%
29,829
+3,454
85
$1.31M 0.26%
43,410
-21,265
86
$1.31M 0.26%
22,662
-390
87
$1.3M 0.26%
21,289
-297
88
$1.3M 0.26%
7,912
-2,856
89
$1.27M 0.26%
11,928
+899
90
$1.25M 0.25%
26,367
+5,741
91
$1.23M 0.25%
4,401
-267
92
$1.22M 0.24%
10,937
+361
93
$1.22M 0.24%
14,147
+78
94
$1.19M 0.24%
92,519
-1,855
95
$1.19M 0.24%
3,683
-197
96
$1.18M 0.24%
7,627
-281
97
$1.18M 0.24%
23,830
-3,653
98
$1.17M 0.23%
4,951
+114
99
$1.16M 0.23%
13,311
100
$1.15M 0.23%
12,086
+120
2 3
4
5 6