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
$124M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.37M
3
+$1.32M
4
ZION icon
Zions Bancorporation
ZION
+$1.31M
5
AMGN icon
Amgen
AMGN
+$1.2M

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.38M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.24M
5
FSK icon
FS KKR Capital
FSK
+$1.12M

Sector Composition

1 Technology 11.95%
2 Healthcare 10.02%
3 Industrials 8.09%
4 Communication Services 7.84%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$373K 0.3%
4,860
-28,103
102
$371K 0.3%
2,501
103
$364K 0.29%
6,652
+1,765
104
$359K 0.29%
2,796
+292
105
$357K 0.29%
3,039
+26
106
$354K 0.29%
+8,391
107
$349K 0.28%
1,605
-4,806
108
$341K 0.28%
+13,910
109
$335K 0.27%
5,289
-449
110
$335K 0.27%
5,610
+36
111
$332K 0.27%
3,500
-921
112
$329K 0.27%
15,555
+4,025
113
$326K 0.26%
10,103
+813
114
$325K 0.26%
3,852
+110
115
$321K 0.26%
3,292
-152
116
$320K 0.26%
19,032
117
$313K 0.25%
5,777
+2,197
118
$303K 0.24%
7,820
-140
119
$303K 0.24%
11,532
-192
120
$296K 0.24%
+6,217
121
$295K 0.24%
3,087
+289
122
$293K 0.24%
11,408
-60
123
$290K 0.23%
+6,120
124
$287K 0.23%
10,383
-16
125
$284K 0.23%
3,555
+1,025
3 4
5
6 7