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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.64M 0.31%
9,867
+93
77
$1.62M 0.3%
42,716
+31,669
78
$1.56M 0.29%
92,119
79
$1.54M 0.29%
53,905
+6,313
80
$1.53M 0.29%
15,631
+2,053
81
$1.49M 0.28%
+25,814
82
$1.42M 0.27%
4,271
+153
83
$1.41M 0.26%
7,282
-98
84
$1.37M 0.26%
11,076
+1,428
85
$1.35M 0.25%
7,358
-48,322
86
$1.34M 0.25%
13,848
-124
87
$1.34M 0.25%
73,138
-50
88
$1.32M 0.25%
68,557
+805
89
$1.32M 0.25%
8,303
+6,979
90
$1.3M 0.24%
+44,861
91
$1.29M 0.24%
6,237
+299
92
$1.28M 0.24%
23,121
-511
93
$1.27M 0.24%
24,007
+83
94
$1.26M 0.24%
9,841
+1,589
95
$1.25M 0.23%
30,719
+1,047
96
$1.21M 0.23%
11,500
+374
97
$1.2M 0.23%
24,080
-2,315
98
$1.19M 0.22%
15,387
+564
99
$1.17M 0.22%
11,707
+67
100
$1.15M 0.21%
8,579
-755
2 3
4
5 6