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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.11M 0.23%
+12,459
102
$1.1M 0.23%
20,000
+10,000
103
$1.1M 0.23%
5,780
+656
104
$1.07M 0.22%
16,723
+2,236
105
$1.05M 0.22%
8,250
-3,678
106
$1.03M 0.21%
8,942
+3,273
107
$1.03M 0.21%
10,890
+1
108
$1.01M 0.21%
11,640
-62
109
$1.01M 0.21%
5,645
+218
110
$1M 0.21%
15,770
+94
111
$1M 0.21%
9,131
+349
112
$1M 0.21%
54,260
-472
113
$998K 0.21%
12,967
-2,242
114
$981K 0.2%
9,566
-3,745
115
$972K 0.2%
20,557
+5,140
116
$972K 0.2%
3,699
+434
117
$969K 0.2%
11,938
+9,064
118
$968K 0.2%
3,654
-6,824
119
$968K 0.2%
+3,901
120
$963K 0.2%
4,960
-457
121
$956K 0.2%
5,763
+2,050
122
$955K 0.2%
4,456
+292
123
$947K 0.2%
9,545
-87
124
$944K 0.2%
49,722
125
$920K 0.19%
9,581
+1,182
3 4
5
6 7