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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$324K 0.15%
+5,936
127
$324K 0.15%
+5,304
128
$313K 0.15%
+19,792
129
$313K 0.15%
5,330
-1,166
130
$312K 0.15%
8,209
-605
131
$307K 0.14%
31,512
+54
132
$307K 0.14%
2,414
-34
133
$304K 0.14%
+9,083
134
$303K 0.14%
8,274
+259
135
$303K 0.14%
5,560
-430
136
$301K 0.14%
5,015
-865
137
$297K 0.14%
8,731
-562
138
$297K 0.14%
5,491
+4
139
$294K 0.14%
+2,637
140
$293K 0.14%
+1,387
141
$287K 0.13%
+5,102
142
$284K 0.13%
3,555
-46
143
$281K 0.13%
+4,168
144
$280K 0.13%
+4,217
145
$280K 0.13%
+4,426
146
$279K 0.13%
3,372
+126
147
$275K 0.13%
+12,617
148
$271K 0.13%
4,429
-2,498
149
$271K 0.13%
+4,568
150
$268K 0.13%
7,418
4 5
6
7 8