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
$137M
AUM Growth
+$12.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.66M
3
+$1.65M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M
5
TT icon
Trane Technologies
TT
+$1.6M

Top Sells

1
+$1.54M
2
+$1.53M
3
+$1.37M
4
DHI icon
D.R. Horton
DHI
+$1.11M
5
CVS icon
CVS Health
CVS
+$1.1M

Sector Composition

1 Technology 13.41%
2 Industrials 10.42%
3 Consumer Discretionary 7.25%
4 Financials 7.23%
5 Communication Services 7.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.23%
11,264
-144
127
$307K 0.22%
1,962
+361
128
$301K 0.22%
4,150
-52
129
$297K 0.22%
6,293
+76
130
$297K 0.22%
7,213
+61
131
$288K 0.21%
10,952
-580
132
$286K 0.21%
10,585
+202
133
$286K 0.21%
7,360
-460
134
$284K 0.21%
6,232
-60
135
$281K 0.21%
4,999
+151
136
$279K 0.2%
3,555
137
$279K 0.2%
1,874
+136
138
$279K 0.2%
30,810
+72
139
$275K 0.2%
+103,120
140
$274K 0.2%
2,448
141
$270K 0.2%
5,369
-15
142
$267K 0.2%
2,579
-159
143
$264K 0.19%
3,035
-19
144
$261K 0.19%
+4,817
145
$261K 0.19%
5,378
-86
146
$258K 0.19%
7,618
147
$244K 0.18%
1
148
$243K 0.18%
4,169
-138
149
$242K 0.18%
5,285
+77
150
$241K 0.18%
3,046
-13,927
4 5
6
7 8