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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.42M 0.29%
25,640
+8,229
77
$1.41M 0.29%
+14,317
78
$1.36M 0.28%
4,118
+1,152
79
$1.35M 0.28%
73,188
-30,559
80
$1.34M 0.28%
5,646
-829
81
$1.33M 0.27%
9,009
-1,753
82
$1.32M 0.27%
13,972
+4,236
83
$1.31M 0.27%
26,644
+22,166
84
$1.28M 0.27%
7,380
+1,409
85
$1.28M 0.26%
26,395
+2,930
86
$1.25M 0.26%
67,752
-38,124
87
$1.25M 0.26%
92,119
-400
88
$1.24M 0.26%
14,823
+3,848
89
$1.24M 0.26%
6,896
+1,056
90
$1.23M 0.25%
9,297
-407
91
$1.21M 0.25%
9,648
-1,289
92
$1.2M 0.25%
11,126
-960
93
$1.2M 0.25%
23,632
+6,891
94
$1.19M 0.25%
2,443
-1,390
95
$1.18M 0.24%
30,052
-33,563
96
$1.17M 0.24%
9,334
+7,057
97
$1.15M 0.24%
70,648
+40,131
98
$1.13M 0.23%
15,729
-28,600
99
$1.13M 0.23%
15,854
-39
100
$1.12M 0.23%
3,314
-473
2 3
4
5 6