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
$179M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.95M
3
+$1.61M
4
CSX icon
CSX Corp
CSX
+$1.57M
5
PGR icon
Progressive
PGR
+$1.49M

Top Sells

1
+$7.59M
2
+$6.31M
3
+$2.38M
4
AMGN icon
Amgen
AMGN
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.11M

Sector Composition

1 Technology 11.55%
2 Financials 10.33%
3 Industrials 8.36%
4 Consumer Discretionary 6.75%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$360K 0.2%
1,799
+25
127
$360K 0.2%
11,013
-215
128
$354K 0.2%
6,807
+928
129
$345K 0.19%
2,489
+105
130
$342K 0.19%
5,216
+40
131
$341K 0.19%
5,760
+155
132
$339K 0.19%
8,466
-531
133
$337K 0.19%
9,744
-150
134
$333K 0.19%
14,130
+205
135
$331K 0.19%
2,937
+206
136
$328K 0.18%
4,862
+255
137
$325K 0.18%
5,750
+1,258
138
$323K 0.18%
2,957
+130
139
$320K 0.18%
4,050
+400
140
$320K 0.18%
1,017
-1,164
141
$320K 0.18%
4,015
+9
142
$313K 0.18%
+6,016
143
$308K 0.17%
6,080
-4,674
144
$307K 0.17%
3,424
+199
145
$306K 0.17%
6,628
-596
146
$305K 0.17%
7,464
+131
147
$302K 0.17%
5,850
-648
148
$300K 0.17%
16,590
-250
149
$300K 0.17%
9,585
+12
150
$300K 0.17%
+5,859
4 5
6
7 8