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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$837K 0.26%
13,845
+189
102
$836K 0.26%
+3,814
103
$832K 0.26%
77,218
+10,892
104
$824K 0.26%
14,121
+5,966
105
$817K 0.26%
19,477
-3,867
106
$816K 0.26%
3
+1
107
$810K 0.25%
6,879
+4,662
108
$802K 0.25%
5,381
+3,222
109
$801K 0.25%
+16,475
110
$797K 0.25%
13,825
-5,258
111
$784K 0.25%
+23,728
112
$780K 0.24%
59,749
+9,176
113
$757K 0.24%
8,104
+3,675
114
$740K 0.23%
+36,225
115
$738K 0.23%
15,123
+481
116
$724K 0.23%
23,401
+11,451
117
$717K 0.22%
12,078
+2,454
118
$703K 0.22%
28,212
+1,331
119
$698K 0.22%
+7,292
120
$695K 0.22%
+22,532
121
$692K 0.22%
20,637
-8,930
122
$681K 0.21%
+4,726
123
$676K 0.21%
+8,175
124
$674K 0.21%
12,569
+2,242
125
$669K 0.21%
9,234
+1,073
3 4
5
6 7