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
$122M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.75M
3
+$1.61M
4
BIIB icon
Biogen
BIIB
+$1.32M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.32M

Top Sells

1
+$5.43M
2
+$1.88M
3
+$1.73M
4
GT icon
Goodyear
GT
+$1.67M
5
JLL icon
Jones Lang LaSalle
JLL
+$1.47M

Sector Composition

1 Technology 12.27%
2 Healthcare 8.71%
3 Industrials 8.23%
4 Financials 7.89%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$349K 0.29%
3,444
+556
102
$349K 0.29%
5,235
+1,485
103
$345K 0.28%
14,532
+4,536
104
$344K 0.28%
2,501
-899
105
$343K 0.28%
24,350
+60
106
$342K 0.28%
11,720
107
$338K 0.28%
7,401
-235
108
$325K 0.27%
10,880
+3,105
109
$323K 0.26%
20,391
+1,981
110
$314K 0.26%
4,270
-56
111
$313K 0.26%
3,742
+191
112
$312K 0.26%
5,381
+107
113
$311K 0.25%
9,290
-279
114
$307K 0.25%
5,574
+1,179
115
$306K 0.25%
10,399
+236
116
$306K 0.25%
2,083
+137
117
$297K 0.24%
2,798
+1,388
118
$296K 0.24%
11,724
119
$288K 0.24%
2,504
+390
120
$288K 0.24%
11,468
-40
121
$275K 0.23%
+5,765
122
$274K 0.22%
7,960
+2,480
123
$272K 0.22%
19,032
-1,021
124
$270K 0.22%
2,520
125
$269K 0.22%
10,998
+27
3 4
5
6 7