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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.26%
38,391
+18,085
102
$1.26M 0.26%
43,310
+1,254
103
$1.26M 0.26%
+20,297
104
$1.25M 0.26%
7,406
+4,204
105
$1.21M 0.25%
+20,060
106
$1.19M 0.25%
+25,206
107
$1.19M 0.25%
6,514
+4,572
108
$1.18M 0.24%
+51,444
109
$1.17M 0.24%
+17,444
110
$1.16M 0.24%
+4,703
111
$1.16M 0.24%
17,361
+13,261
112
$1.13M 0.23%
+10,780
113
$1.13M 0.23%
+22,522
114
$1.1M 0.23%
5,164
+3,889
115
$1.1M 0.23%
7,760
+1,501
116
$1.09M 0.23%
17,742
+10,115
117
$1.09M 0.22%
21,812
+7,401
118
$1.08M 0.22%
20,511
+12,004
119
$1.08M 0.22%
3,089
+1,789
120
$1.07M 0.22%
7,013
+910
121
$1.04M 0.22%
3
+2
122
$1.04M 0.21%
7,257
+964
123
$1.03M 0.21%
17,552
+6,002
124
$1.03M 0.21%
+15,216
125
$1.03M 0.21%
+6,543
3 4
5
6 7