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
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$482K 0.25%
3,020
+105
102
$474K 0.24%
16,240
103
$472K 0.24%
9,530
+806
104
$469K 0.24%
9,941
+1,508
105
$467K 0.24%
13,100
106
$466K 0.24%
4,271
-10,459
107
$462K 0.24%
27,538
+9,051
108
$457K 0.23%
38,380
+1,253
109
$455K 0.23%
12,400
+1,065
110
$455K 0.23%
4,496
111
$446K 0.23%
27,024
112
$446K 0.23%
3,260
+470
113
$442K 0.22%
3,895
+70
114
$434K 0.22%
3,456
115
$431K 0.22%
3,177
-511
116
$428K 0.22%
2,399
+50
117
$425K 0.22%
3,206
+241
118
$419K 0.21%
13,576
119
$416K 0.21%
1,541
+302
120
$413K 0.21%
5,706
-82
121
$412K 0.21%
6,717
122
$404K 0.21%
1,863
+52
123
$404K 0.21%
8,285
-2,411
124
$399K 0.2%
5,850
-1,625
125
$399K 0.2%
5,694
-276
3 4
5
6 7