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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$750K 0.27%
11,184
-1,202
102
$747K 0.27%
15,222
+1,146
103
$732K 0.26%
9,109
+311
104
$731K 0.26%
9,653
+2,474
105
$729K 0.26%
6,113
+502
106
$716K 0.26%
19,059
+3,381
107
$714K 0.26%
8,372
+1,039
108
$705K 0.25%
30,378
+3,892
109
$703K 0.25%
25,296
+2,832
110
$683K 0.24%
16,678
+1,565
111
$674K 0.24%
6,571
+326
112
$665K 0.24%
2,447
+232
113
$659K 0.24%
7,774
-405
114
$624K 0.22%
2
115
$616K 0.22%
52,044
+1,524
116
$605K 0.22%
7,230
+2,144
117
$603K 0.22%
11,305
-901
118
$602K 0.22%
19,574
+130
119
$589K 0.21%
13,980
+306
120
$587K 0.21%
11,385
+1,201
121
$584K 0.21%
1,559
+375
122
$583K 0.21%
10,238
+79
123
$560K 0.2%
3,700
-444
124
$549K 0.2%
4,882
+834
125
$546K 0.2%
10,173
+3,815
3 4
5
6 7