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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$750K 0.27%
11,184
102
$747K 0.27%
15,222
103
$732K 0.26%
9,109
104
$731K 0.26%
9,653
105
$729K 0.26%
6,113
106
$716K 0.26%
19,059
107
$714K 0.26%
8,372
108
$705K 0.25%
30,378
109
$703K 0.25%
25,296
110
$683K 0.24%
16,678
111
$674K 0.24%
6,571
112
$665K 0.24%
2,447
113
$659K 0.24%
7,774
114
$624K 0.22%
2
115
$616K 0.22%
52,044
116
$605K 0.22%
7,230
117
$602K 0.22%
19,574
118
$589K 0.21%
13,980
119
$587K 0.21%
11,385
120
$584K 0.21%
1,559
121
$583K 0.21%
10,238
122
$560K 0.2%
3,700
123
$549K 0.2%
4,882
124
$546K 0.2%
10,173
125
$543K 0.19%
8,155
3 4
5
6 7