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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.37M 0.25%
+5,245
102
$1.36M 0.25%
7,997
+591
103
$1.34M 0.25%
21,448
+1,388
104
$1.32M 0.24%
+29,815
105
$1.32M 0.24%
26,801
+1,595
106
$1.31M 0.24%
34,498
-5,800
107
$1.27M 0.23%
12,986
+10,090
108
$1.27M 0.23%
5,615
-1,414
109
$1.27M 0.23%
25,972
+2,098
110
$1.27M 0.23%
58,924
+23,298
111
$1.25M 0.23%
19,486
-2,326
112
$1.24M 0.23%
20,363
+255
113
$1.23M 0.23%
22,790
-2,985
114
$1.21M 0.22%
22,965
-1,421
115
$1.2M 0.22%
3,909
-370
116
$1.19M 0.22%
3,208
+119
117
$1.19M 0.22%
42,138
-1,172
118
$1.19M 0.22%
15,712
+2,633
119
$1.16M 0.21%
22,096
+654
120
$1.16M 0.21%
3
121
$1.14M 0.21%
21,787
-735
122
$1.11M 0.2%
21,989
+1,844
123
$1.11M 0.2%
14,448
-219
124
$1.09M 0.2%
10,660
-120
125
$1.07M 0.2%
4,941
-223
3 4
5
6 7