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
$198M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.69M
3
+$968K
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$947K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$845K

Top Sells

1
+$9.93M
2
+$9.52M
3
+$3.24M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.28M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.98M

Sector Composition

1 Technology 14.87%
2 Industrials 10.05%
3 Financials 9.89%
4 Consumer Discretionary 7.58%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$384K 0.19%
6,515
+188
127
$382K 0.19%
+23,503
128
$380K 0.19%
68,800
+9,680
129
$375K 0.19%
5,025
-4
130
$372K 0.19%
1,788
+17
131
$364K 0.18%
9,915
+1,050
132
$362K 0.18%
3,457
+26
133
$361K 0.18%
4,943
-27
134
$359K 0.18%
32,220
+54
135
$346K 0.17%
+2,624
136
$341K 0.17%
2,324
-53
137
$340K 0.17%
+4,077
138
$336K 0.17%
2,662
+25
139
$331K 0.17%
6,516
+90
140
$328K 0.17%
16,840
-420
141
$328K 0.17%
5,558
+1,127
142
$320K 0.16%
12,755
+138
143
$317K 0.16%
5,056
-320
144
$315K 0.16%
4,181
+942
145
$315K 0.16%
1,416
+200
146
$313K 0.16%
4,999
+1,282
147
$311K 0.16%
2,456
+126
148
$310K 0.16%
9,969
-319,405
149
$309K 0.16%
3,349
+621
150
$295K 0.15%
9,313
+139
4 5
6
7 8