VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
1-Year Return
24.49%
This Quarter Return
+2.47%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$122M
AUM Growth
-$3.02M
(-2.4%)
Cap. Flow
-$4.42M
Cap. Flow
% of AUM
-3.63%
Top 10 Holdings %
Top 10 Hldgs %
21.15%
Holding
172
New
22
Increased
66
Reduced
58
Closed
10
Top Buys
| 1 |
Centene
CNC
|
$2.18M |
| 2 |
Owens Corning
OC
|
$1.75M |
| 3 |
Labcorp
LH
|
$1.61M |
| 4 |
Biogen
BIIB
|
$1.32M |
| 5 |
Vanguard Small-Cap ETF
VB
|
$1.32M |
Top Sells
| 1 |
United States Oil Fund
USO
|
$5.43M |
| 2 |
C.H. Robinson
CHRW
|
$1.88M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.73M |
| 4 |
Goodyear
GT
|
$1.67M |
| 5 |
Jones Lang LaSalle
JLL
|
$1.47M |
Sector Composition
| 1 | Technology | 12.27% |
| 2 | Healthcare | 8.71% |
| 3 | Industrials | 8.23% |
| 4 | Financials | 7.89% |
| 5 | Communication Services | 7.8% |
