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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$363K 0.19%
8,464
-670
127
$361K 0.19%
+4,488
128
$360K 0.19%
1,774
-14
129
$359K 0.19%
7,560
+2,821
130
$352K 0.19%
10,380
+465
131
$349K 0.19%
5,258
+315
132
$349K 0.19%
6,991
133
$348K 0.19%
11,228
-1,312
134
$340K 0.18%
9,894
+581
135
$336K 0.18%
2,680
+12
136
$335K 0.18%
6,498
-2,432
137
$335K 0.18%
32,274
+54
138
$328K 0.18%
1,398
-5
139
$327K 0.17%
3,325
+843
140
$323K 0.17%
+219
141
$322K 0.17%
8,997
+131
142
$322K 0.17%
2,324
143
$320K 0.17%
+4,587
144
$318K 0.17%
+4,607
145
$309K 0.16%
5,176
+120
146
$308K 0.16%
4,006
-71
147
$297K 0.16%
7,224
+612
148
$297K 0.16%
13,925
+1,800
149
$292K 0.16%
2,827
+203
150
$290K 0.15%
16,840
4 5
6
7 8