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
$179M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.95M
3
+$1.61M
4
CSX icon
CSX Corp
CSX
+$1.57M
5
PGR icon
Progressive
PGR
+$1.49M

Top Sells

1
+$7.59M
2
+$6.31M
3
+$2.38M
4
AMGN icon
Amgen
AMGN
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.11M

Sector Composition

1 Technology 11.55%
2 Financials 10.33%
3 Industrials 8.36%
4 Consumer Discretionary 6.75%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.26%
+3,265
102
$465K 0.26%
5,947
+169
103
$461K 0.26%
+2,117
104
$460K 0.26%
2,865
105
$458K 0.26%
7,655
+3,636
106
$457K 0.26%
13,100
+385
107
$454K 0.25%
3,187
-12
108
$450K 0.25%
18,797
-12,466
109
$449K 0.25%
13,576
-146
110
$434K 0.24%
3,786
111
$422K 0.24%
6,191
+1,166
112
$415K 0.23%
11,120
+740
113
$414K 0.23%
4,162
114
$409K 0.23%
1,449
+51
115
$394K 0.22%
9,020
+181
116
$388K 0.22%
6,777
+372
117
$380K 0.21%
23,622
118
$379K 0.21%
8,479
+15
119
$378K 0.21%
1,228
-312
120
$372K 0.21%
5,267
+9
121
$368K 0.21%
4,496
+8
122
$366K 0.2%
8,330
+770
123
$366K 0.2%
7,125
+134
124
$365K 0.2%
32,328
+54
125
$363K 0.2%
2,354
+30
3 4
5
6 7