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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$563K 0.26%
5,955
+45
102
$559K 0.26%
+7,044
103
$558K 0.26%
+1,427
104
$536K 0.25%
76,560
+1,160
105
$527K 0.24%
5,970
+23
106
$519K 0.24%
9,471
+83
107
$518K 0.24%
9,105
108
$513K 0.24%
2,915
+12
109
$508K 0.23%
3,825
+33
110
$506K 0.23%
2,349
-166
111
$506K 0.23%
4,454
+2
112
$497K 0.23%
37,127
-1,290
113
$485K 0.22%
1,644
+195
114
$476K 0.22%
4,402
+240
115
$474K 0.22%
16,240
+7,863
116
$473K 0.22%
4,208
-70
117
$467K 0.22%
13,100
118
$466K 0.22%
8,724
-3,050
119
$462K 0.21%
+1,811
120
$460K 0.21%
11,335
+215
121
$460K 0.21%
2,965
-511
122
$459K 0.21%
2,714
-151
123
$455K 0.21%
4,496
124
$453K 0.21%
13,576
125
$449K 0.21%
+27,024
3 4
5
6 7