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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$317K 0.16%
2,637
127
$316K 0.16%
3,829
+457
128
$316K 0.16%
2,377
-37
129
$316K 0.16%
4,426
130
$313K 0.16%
+4,146
131
$311K 0.16%
4,970
-45
132
$310K 0.16%
2,222
+216
133
$303K 0.15%
5,376
-184
134
$303K 0.15%
8,865
+1,740
135
$297K 0.15%
5,936
136
$295K 0.15%
8,712
+438
137
$289K 0.15%
+1,186
138
$282K 0.14%
6,195
+2,345
139
$280K 0.14%
16,335
-8,244
140
$277K 0.14%
3,130
+4
141
$277K 0.14%
2,330
+2,230
142
$277K 0.14%
7,418
143
$277K 0.14%
12,617
144
$276K 0.14%
1,387
145
$275K 0.14%
7,039
-1,170
146
$272K 0.14%
9,120
147
$271K 0.14%
4,431
+2
148
$269K 0.14%
19,792
149
$267K 0.14%
1,967
150
$265K 0.13%
+2,319
4 5
6
7 8