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
$124M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.37M
3
+$1.32M
4
ZION icon
Zions Bancorporation
ZION
+$1.31M
5
AMGN icon
Amgen
AMGN
+$1.2M

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.38M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.24M
5
FSK icon
FS KKR Capital
FSK
+$1.12M

Sector Composition

1 Technology 11.95%
2 Healthcare 10.02%
3 Industrials 8.09%
4 Communication Services 7.84%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$284K 0.23%
5,384
+3
127
$279K 0.23%
4,202
+36
128
$276K 0.22%
2,448
-72
129
$275K 0.22%
6,292
+32
130
$274K 0.22%
5,745
-20
131
$271K 0.22%
7,152
-29,582
132
$268K 0.22%
30,738
+36
133
$266K 0.21%
+2,738
134
$264K 0.21%
4,848
-107
135
$257K 0.21%
2,294
-5,740
136
$257K 0.21%
10,070
137
$256K 0.21%
1,738
-345
138
$256K 0.21%
9,500
139
$256K 0.21%
1,990
+100
140
$254K 0.21%
6,619
+135
141
$251K 0.2%
5,742
-38,672
142
$248K 0.2%
+3,946
143
$244K 0.2%
3,054
-39
144
$239K 0.19%
7,618
145
$238K 0.19%
5,464
-229
146
$235K 0.19%
+4,152
147
$233K 0.19%
4,307
+37
148
$227K 0.18%
6,647
-1,460
149
$227K 0.18%
4,429
-296
150
$225K 0.18%
2,900
+100
4 5
6
7 8