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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.14M 0.21%
8,191
-59
102
$1.14M 0.21%
5,063
-700
103
$1.14M 0.21%
2,403
-40
104
$1.13M 0.21%
6,945
+49
105
$1.13M 0.21%
29,079
-973
106
$1.13M 0.21%
7,325
+2,600
107
$1.11M 0.21%
5,686
+41
108
$1.1M 0.21%
15,070
-659
109
$1.07M 0.2%
15,228
-626
110
$1.07M 0.2%
20,000
111
$1.04M 0.2%
15,796
-1,070
112
$1.04M 0.2%
4,881
-79
113
$1.04M 0.19%
12,622
+684
114
$1.03M 0.19%
20,475
-82
115
$1.03M 0.19%
4,857
+40
116
$1.02M 0.19%
9,820
+275
117
$1.02M 0.19%
41,640
+9,828
118
$1.01M 0.19%
1,435
+35
119
$1M 0.19%
8,660
-906
120
$988K 0.19%
15,012
+5,251
121
$982K 0.18%
2,859
-1,728
122
$980K 0.18%
8,551
-391
123
$966K 0.18%
15,571
-199
124
$956K 0.18%
36,911
-525
125
$945K 0.18%
28,929
+2,143
3 4
5
6 7