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
$163M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.51M
3
+$2.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.99M

Top Sells

1
+$2.02M
2
+$1.91M
3
+$1.87M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M

Sector Composition

1 Technology 13.53%
2 Industrials 9.72%
3 Communication Services 7.37%
4 Financials 7.32%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.2%
+9,293
127
$328K 0.2%
+8,332
128
$312K 0.19%
8,015
+802
129
$311K 0.19%
5,990
-3,716
130
$300K 0.18%
31,458
+648
131
$296K 0.18%
2,448
132
$295K 0.18%
3,366
-486
133
$286K 0.18%
3,462
-16,535
134
$284K 0.17%
3,601
+555
135
$283K 0.17%
5,487
+118
136
$279K 0.17%
+5,156
137
$278K 0.17%
17,727
+4,003
138
$275K 0.17%
5,087
+270
139
$273K 0.17%
2,054
-5,214
140
$269K 0.17%
5,401
-892
141
$267K 0.16%
+3,246
142
$266K 0.16%
1,231
-4,017
143
$263K 0.16%
7,418
-200
144
$262K 0.16%
2,457
-122
145
$260K 0.16%
9,422
-1,163
146
$255K 0.16%
+3,464
147
$250K 0.15%
1
148
$250K 0.15%
+7,812
149
$250K 0.15%
+4,630
150
$246K 0.15%
18,554
+2,544
4 5
6
7 8