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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$445K 0.21%
+15,867
102
$444K 0.21%
+24,579
103
$443K 0.21%
2,555
-110
104
$443K 0.21%
4,989
+1,623
105
$435K 0.2%
+10,413
106
$425K 0.2%
10,626
-62
107
$422K 0.2%
3,362
-35
108
$416K 0.19%
4,886
+308
109
$414K 0.19%
+4,897
110
$410K 0.19%
30,470
+12,743
111
$406K 0.19%
8,307
+544
112
$397K 0.19%
8,882
-294
113
$395K 0.19%
3,705
+1,680
114
$394K 0.18%
1,423
-357
115
$393K 0.18%
3,313
-371
116
$391K 0.18%
1,971
-159
117
$387K 0.18%
3,262
-185
118
$362K 0.17%
+6,163
119
$361K 0.17%
+5,509
120
$357K 0.17%
14,157
-3,834
121
$356K 0.17%
5,029
-1,094
122
$346K 0.16%
+2,167
123
$345K 0.16%
+1,876
124
$334K 0.16%
7,360
-1,760
125
$333K 0.16%
5,988
+832
3 4
5
6 7