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
$198M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.69M
3
+$968K
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$947K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$845K

Top Sells

1
+$9.93M
2
+$9.52M
3
+$3.24M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.28M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.98M

Sector Composition

1 Technology 14.87%
2 Industrials 10.05%
3 Financials 9.89%
4 Consumer Discretionary 7.58%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$506K 0.25%
2,642
-129
102
$505K 0.25%
34,565
+1,565
103
$503K 0.25%
2,237
-993
104
$495K 0.25%
1,399
-666
105
$492K 0.25%
2,845
-426
106
$475K 0.24%
3,694
+365
107
$473K 0.24%
25,308
+8,973
108
$468K 0.24%
7,634
+51
109
$466K 0.23%
8,930
+330
110
$458K 0.23%
1,381
+669
111
$444K 0.22%
7,880
+520
112
$441K 0.22%
3,786
-613
113
$436K 0.22%
9,096
+2,901
114
$427K 0.22%
3,312
-50
115
$425K 0.21%
9,134
+233
116
$414K 0.21%
5,734
+241
117
$411K 0.21%
4,162
118
$411K 0.21%
12,540
+3,420
119
$406K 0.2%
6,806
-1,203
120
$403K 0.2%
2,668
+446
121
$400K 0.2%
+6,991
122
$399K 0.2%
3,892
+762
123
$392K 0.2%
+1,760
124
$391K 0.2%
8,866
+215
125
$390K 0.2%
4,050
-450
3 4
5
6 7