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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.53M 0.24%
19,325
-423
102
$1.52M 0.24%
8,051
-774
103
$1.51M 0.24%
8,388
+788
104
$1.49M 0.24%
24,033
-34
105
$1.48M 0.24%
16,114
+13,725
106
$1.47M 0.23%
3,323
+138
107
$1.45M 0.23%
69,416
-700
108
$1.44M 0.23%
58,813
-8,083
109
$1.41M 0.23%
2,770
-463
110
$1.41M 0.23%
28,502
+1,162
111
$1.41M 0.23%
38,215
-2,330
112
$1.41M 0.23%
28,271
-2,068
113
$1.38M 0.22%
27,523
-417
114
$1.37M 0.22%
22,136
-641
115
$1.32M 0.21%
11,938
+6,356
116
$1.3M 0.21%
10,146
+477
117
$1.3M 0.21%
16,761
-451
118
$1.29M 0.21%
7,931
-1,625
119
$1.25M 0.2%
18,834
+962
120
$1.25M 0.2%
5,500
+49
121
$1.24M 0.2%
23,080
+2,475
122
$1.21M 0.19%
3,323
-7
123
$1.21M 0.19%
11,042
+2,247
124
$1.2M 0.19%
4,927
+361
125
$1.2M 0.19%
22,487
+1,728
3 4
5
6 7