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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.78M
3
+$2.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.59M
5
ALK icon
Alaska Air
ALK
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.41%
2 Industrials 8.95%
3 Financials 8.45%
4 Communication Services 7.05%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$281K 0.22%
+1,485
102
$280K 0.22%
+2,991
103
$280K 0.22%
+11,508
104
$279K 0.22%
+7,636
105
$274K 0.22%
+4,326
106
$273K 0.22%
+1,946
107
$272K 0.22%
+9,569
108
$269K 0.22%
+2,520
109
$265K 0.21%
+4,851
110
$264K 0.21%
+3,016
111
$263K 0.21%
+3,111
112
$260K 0.21%
+18,165
113
$259K 0.21%
+4,182
114
$256K 0.2%
+18,410
115
$254K 0.2%
+6,260
116
$252K 0.2%
+30,642
117
$252K 0.2%
+10,971
118
$250K 0.2%
+3,750
119
$248K 0.2%
+10,163
120
$244K 0.2%
+2,114
121
$241K 0.19%
+4,721
122
$237K 0.19%
+7,621
123
$235K 0.19%
+8,557
124
$232K 0.19%
+7,586
125
$230K 0.18%
+1,451
2 3 4
5
6