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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.24%
28,291
+2,319
102
$1.52M 0.24%
20,768
+843
103
$1.51M 0.24%
20,166
-2,576
104
$1.46M 0.23%
19,229
+15,986
105
$1.45M 0.23%
17,094
+133
106
$1.42M 0.23%
23,192
-597
107
$1.4M 0.22%
3,824
-85
108
$1.39M 0.22%
70,531
-2,757
109
$1.37M 0.22%
29,638
-177
110
$1.35M 0.22%
5,985
-627
111
$1.35M 0.21%
26,168
-633
112
$1.34M 0.21%
33,613
-885
113
$1.33M 0.21%
66,445
+8,727
114
$1.32M 0.21%
12,921
-65
115
$1.32M 0.21%
14,818
+370
116
$1.31M 0.21%
7,930
-464
117
$1.28M 0.2%
58,540
-384
118
$1.26M 0.2%
7,605
-6,254
119
$1.26M 0.2%
33,765
+16,415
120
$1.26M 0.2%
3
121
$1.26M 0.2%
24,972
+2,983
122
$1.25M 0.2%
38,050
+12,120
123
$1.25M 0.2%
10,744
+84
124
$1.24M 0.2%
16,995
+1,283
125
$1.23M 0.2%
1,406
+285
3 4
5
6 7