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
$163M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.51M
3
+$2.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.99M

Top Sells

1
+$2.02M
2
+$1.91M
3
+$1.87M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M

Sector Composition

1 Technology 13.53%
2 Industrials 9.72%
3 Communication Services 7.37%
4 Financials 7.32%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$439K 0.27%
18,334
+1,895
102
$438K 0.27%
7,826
+1,674
103
$435K 0.27%
3,684
-465
104
$432K 0.27%
+2,940
105
$431K 0.26%
17,991
-15,375
106
$426K 0.26%
2,665
+791
107
$421K 0.26%
6,927
+2,974
108
$412K 0.25%
3,447
+309
109
$405K 0.25%
3,397
110
$404K 0.25%
4,578
+1,232
111
$393K 0.24%
+8,277
112
$383K 0.24%
9,176
+685
113
$383K 0.24%
6,496
+414
114
$380K 0.23%
10,688
+3,054
115
$379K 0.23%
2,130
+168
116
$377K 0.23%
9,120
+1,760
117
$370K 0.23%
7,763
-17,604
118
$368K 0.23%
+11,332
119
$355K 0.22%
+2,181
120
$352K 0.22%
5,880
+881
121
$346K 0.21%
2,710
+460
122
$345K 0.21%
16,740
-90,585
123
$336K 0.21%
17,032
-2,000
124
$335K 0.21%
+5,487
125
$334K 0.21%
8,814
+50
3 4
5
6 7