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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$443K 0.2%
+2,790
127
$434K 0.2%
+3,456
128
$428K 0.2%
1,239
+11
129
$414K 0.19%
5,403
+136
130
$412K 0.19%
6,717
-938
131
$409K 0.19%
7,553
-790
132
$409K 0.19%
9,820
+1,667
133
$406K 0.19%
18,487
-310
134
$405K 0.19%
3,396
+459
135
$405K 0.19%
5,965
-226
136
$401K 0.19%
5,080
-2,343
137
$394K 0.18%
3,615
-171
138
$393K 0.18%
7,429
+304
139
$392K 0.18%
8,433
-46
140
$390K 0.18%
2,436
+82
141
$390K 0.18%
5,788
+28
142
$387K 0.18%
13,048
-4,148
143
$385K 0.18%
9,744
144
$383K 0.18%
5,642
-1,938
145
$381K 0.18%
+3,398
146
$379K 0.18%
32,382
+54
147
$378K 0.17%
3,218
+261
148
$373K 0.17%
2,414
-75
149
$366K 0.17%
6,757
-20
150
$365K 0.17%
10,793
-220
4 5
6
7 8