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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$457K 0.23%
4,989
102
$453K 0.23%
8,600
103
$450K 0.23%
2,561
+6
104
$448K 0.23%
3,362
105
$447K 0.23%
33,000
+2,530
106
$434K 0.22%
8,582
+275
107
$431K 0.22%
8,009
-40,346
108
$423K 0.21%
3,502
+240
109
$416K 0.21%
6,748
+585
110
$414K 0.21%
3,329
+16
111
$405K 0.21%
8,901
+19
112
$392K 0.2%
+3,431
113
$387K 0.2%
14,772
+615
114
$381K 0.19%
+4,451
115
$381K 0.19%
3,580
-125
116
$370K 0.19%
4,162
+3,482
117
$356K 0.18%
7,360
118
$355K 0.18%
5,029
119
$351K 0.18%
6,327
+4,606
120
$347K 0.18%
8,651
-80
121
$346K 0.18%
5,972
-16
122
$346K 0.18%
4,500
+332
123
$329K 0.17%
5,493
+2
124
$327K 0.17%
32,166
+654
125
$320K 0.16%
1,771
-105
3 4
5
6 7