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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$932K 0.24%
+17,856
102
$931K 0.24%
+42,728
103
$930K 0.24%
8,416
+3,569
104
$922K 0.24%
12,813
+244
105
$921K 0.24%
18,525
+297
106
$913K 0.24%
+41,862
107
$910K 0.24%
5,787
-2,993
108
$904K 0.23%
+42,316
109
$899K 0.23%
+15,551
110
$889K 0.23%
29,318
-1,430
111
$885K 0.23%
+17,498
112
$865K 0.22%
6,842
-13,571
113
$848K 0.22%
8,940
-3,120
114
$842K 0.22%
12,556
-1,565
115
$840K 0.22%
3,247
+297
116
$835K 0.22%
5,087
+3,302
117
$825K 0.21%
3,200
-614
118
$821K 0.21%
5,678
-1,423
119
$815K 0.21%
14,720
+2,775
120
$814K 0.21%
3,454
+169
121
$802K 0.21%
3
122
$793K 0.21%
+3,095
123
$772K 0.2%
+4,677
124
$768K 0.2%
7,838
-337
125
$767K 0.2%
28,042
-170
3 4
5
6 7