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
$122M
AUM Growth
-$3.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.75M
3
+$1.61M
4
BIIB icon
Biogen
BIIB
+$1.32M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.32M

Top Sells

1
+$5.43M
2
+$1.88M
3
+$1.73M
4
GT icon
Goodyear
GT
+$1.67M
5
JLL icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$267K 0.22%
4,166
-16
127
$264K 0.22%
6,260
128
$258K 0.21%
4,955
+104
129
$258K 0.21%
30,702
+60
130
$258K 0.21%
2,790
-58,722
131
$254K 0.21%
4,725
+4
132
$254K 0.21%
+1,825
133
$253K 0.21%
+4,887
134
$250K 0.2%
8,107
-450
135
$247K 0.2%
3,093
+77
136
$247K 0.2%
+10,070
137
$244K 0.2%
6,484
+319
138
$239K 0.2%
5,693
-942
139
$238K 0.2%
3,320
140
$235K 0.19%
7,618
141
$234K 0.19%
+1,890
142
$227K 0.19%
+9,500
143
$225K 0.18%
7,941
+355
144
$224K 0.18%
2,800
145
$224K 0.18%
11,530
-28,045
146
$222K 0.18%
1,457
+63
147
$222K 0.18%
2,530
148
$220K 0.18%
2,568
-543
149
$217K 0.18%
1
150
$210K 0.17%
+3,931
3 4 5
6
7