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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$695K 0.26%
14,076
-131
102
$691K 0.26%
14,645
-13,763
103
$690K 0.26%
8,179
-147
104
$684K 0.26%
12,600
-540
105
$684K 0.26%
13,491
-146
106
$676K 0.26%
5,611
+763
107
$670K 0.25%
8,010
+1,050
108
$650K 0.25%
1,810
-46
109
$649K 0.25%
4,144
-156
110
$636K 0.24%
2
111
$632K 0.24%
+26,486
112
$629K 0.24%
6,245
+1,865
113
$628K 0.24%
7,333
+1,182
114
$627K 0.24%
13,674
+743
115
$618K 0.23%
10,159
+214
116
$617K 0.23%
+15,113
117
$615K 0.23%
22,464
+14,448
118
$605K 0.23%
2,215
+779
119
$602K 0.23%
12,206
+285
120
$599K 0.23%
50,520
+7,938
121
$584K 0.22%
15,678
+1,719
122
$564K 0.21%
19,444
123
$561K 0.21%
2,867
+43
124
$519K 0.2%
4,134
-53
125
$516K 0.2%
7,179
+183
3 4
5
6 7