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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$516K 0.28%
1,540
+159
102
$513K 0.27%
8,098
+105
103
$485K 0.26%
2,610
-32
104
$478K 0.26%
7,596
-38
105
$477K 0.25%
9,309
-1,243
106
$473K 0.25%
5,656
-332
107
$469K 0.25%
3,786
108
$465K 0.25%
25,296
-12
109
$457K 0.24%
2,865
+20
110
$455K 0.24%
3,819
+125
111
$448K 0.24%
2,527
-70
112
$443K 0.24%
1,582
+166
113
$442K 0.24%
+4,073
114
$436K 0.23%
3,199
-181
115
$412K 0.22%
13,722
-2,467
116
$409K 0.22%
34,450
-115
117
$407K 0.22%
4,162
118
$402K 0.21%
23,622
+119
119
$398K 0.21%
72,160
+3,360
120
$398K 0.21%
5,778
+44
121
$395K 0.21%
7,035
+520
122
$383K 0.2%
3,119
-338
123
$378K 0.2%
1,811
+51
124
$376K 0.2%
12,715
-40
125
$370K 0.2%
4,050
3 4
5
6 7