VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
This Quarter Return
+1.36%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
25.07%
Holding
150
New
148
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$6.78M |
| 2 |
United States Oil Fund
USO
|
$4.78M |
| 3 |
C.H. Robinson
CHRW
|
$2.81M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$2.59M |
| 5 |
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% |
