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
$498M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
422
New
Increased
Reduced
Closed

Top Buys

1
+$13M
2
+$2.06M
3
+$1.82M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.57M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$957K

Top Sells

1
+$1.86M
2
+$1.45M
3
+$1.44M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.22M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$1.16M

Sector Composition

1 Technology 14.08%
2 Financials 8.54%
3 Consumer Discretionary 6.76%
4 Healthcare 4.91%
5 Consumer Staples 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.22%
13,606
-22,766
102
$1.1M 0.22%
11,702
-1,273
103
$1.09M 0.22%
42,222
+5,725
104
$1.05M 0.21%
8,527
+1,524
105
$1.04M 0.21%
23,931
+2,160
106
$1.04M 0.21%
3,787
-1,372
107
$1.03M 0.21%
23,465
+445
108
$1.03M 0.21%
15,209
-90
109
$1.03M 0.21%
15,893
-74
110
$1.02M 0.2%
14,995
+446
111
$997K 0.2%
54,732
-769
112
$996K 0.2%
5,417
+346
113
$976K 0.2%
10,889
+1,581
114
$975K 0.2%
1,931
-852
115
$964K 0.19%
5,971
-2,083
116
$931K 0.19%
17,411
-59
117
$927K 0.19%
17,400
-815
118
$925K 0.19%
49,722
-653
119
$913K 0.18%
9,230
120
$903K 0.18%
19,802
-251
121
$894K 0.18%
6,029
-1,980
122
$878K 0.18%
15,676
-7,111
123
$873K 0.17%
18,072
-1,739
124
$861K 0.17%
10,975
-5,861
125
$854K 0.17%
8,334
-35
3 4
5
6 7