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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.25%
16,836
-2,124
102
$1.3M 0.25%
8,071
+190
103
$1.3M 0.25%
+18,215
104
$1.3M 0.24%
18,559
+5,554
105
$1.27M 0.24%
4,668
+1,345
106
$1.26M 0.24%
3,880
-253
107
$1.25M 0.24%
10,576
+430
108
$1.23M 0.23%
8,719
+1,167
109
$1.22M 0.23%
12,975
-3,288
110
$1.22M 0.23%
11,966
+5,287
111
$1.18M 0.22%
16,737
-24
112
$1.17M 0.22%
11,029
+2,935
113
$1.17M 0.22%
12,612
-2,536
114
$1.16M 0.22%
26,375
+4,489
115
$1.16M 0.22%
33,538
+7,554
116
$1.14M 0.21%
22,432
+6,625
117
$1.13M 0.21%
15,299
-815
118
$1.11M 0.21%
18,868
-8,958
119
$1.1M 0.21%
15,967
+1,488
120
$1.1M 0.21%
5,071
+144
121
$1.1M 0.21%
12,238
+300
122
$1.1M 0.21%
14,149
-4,335
123
$1.08M 0.2%
55,501
-1,586
124
$1.04M 0.2%
5,175
-325
125
$1.04M 0.2%
23,020
-60
3 4
5
6 7