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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.52M 0.22%
72,150
+2,128
102
$1.51M 0.22%
10,990
-3,230
103
$1.5M 0.22%
9,866
+271
104
$1.49M 0.22%
70,116
+1,800
105
$1.47M 0.22%
5,451
+239
106
$1.46M 0.21%
5,729
+238
107
$1.46M 0.21%
40,545
+595
108
$1.46M 0.21%
25,522
+1,215
109
$1.45M 0.21%
26,033
-1,974
110
$1.44M 0.21%
12,313
-2,506
111
$1.44M 0.21%
36,310
+855
112
$1.43M 0.21%
28,076
+3,225
113
$1.43M 0.21%
28,468
+5,914
114
$1.43M 0.21%
24,067
+873
115
$1.41M 0.21%
4,566
+89
116
$1.41M 0.21%
2,482
-90
117
$1.41M 0.21%
27,940
+681
118
$1.41M 0.21%
27,340
-9,806
119
$1.39M 0.2%
17,212
-122
120
$1.38M 0.2%
1,506
+39
121
$1.35M 0.2%
31,488
-1,965
122
$1.35M 0.2%
3
123
$1.35M 0.2%
22,777
-201
124
$1.33M 0.2%
5,846
+688
125
$1.32M 0.19%
18,325
+6,442
3 4
5
6 7