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
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$6.78M
2
+$4.78M
3
+$2.81M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.59M
5
ALK icon
Alaska Air
ALK
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.41%
2 Industrials 8.95%
3 Financials 8.45%
4 Communication Services 7.05%
5 Consumer Discretionary 5.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.18%
+7,618
127
$228K 0.18%
+3,804
128
$227K 0.18%
+6,165
129
$227K 0.18%
+3,320
130
$225K 0.18%
+7,775
131
$224K 0.18%
+4,395
132
$217K 0.17%
+2,800
133
$214K 0.17%
+1
134
$214K 0.17%
+5,035
135
$210K 0.17%
+5,480
136
$208K 0.17%
+1,394
137
$206K 0.16%
+1,263
138
$202K 0.16%
+2,530
139
$198K 0.16%
+9,996
140
$184K 0.15%
+17,817
141
$154K 0.12%
+14,697
142
$153K 0.12%
+1,410
143
$136K 0.11%
+20,053
144
$116K 0.09%
+2,620
145
$108K 0.09%
+142
146
$78K 0.06%
+10,391
147
$28K 0.02%
+2,078
148
$10K 0.01%
+92
2 3 4 5
6