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
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$395K 0.2%
4,392
-10
127
$393K 0.2%
3,841
+445
128
$390K 0.2%
6,213
-139
129
$388K 0.2%
8,104
+2,477
130
$381K 0.19%
4,193
+1,817
131
$381K 0.19%
4,931
+477
132
$379K 0.19%
9,744
133
$377K 0.19%
3,398
134
$377K 0.19%
2,623
-1,778
135
$373K 0.19%
6,065
+100
136
$365K 0.19%
13,038
-10
137
$360K 0.18%
4,151
+352
138
$359K 0.18%
+3,560
139
$353K 0.18%
8,608
-1,212
140
$349K 0.18%
7,433
+4
141
$338K 0.17%
2,436
142
$337K 0.17%
14,608
+5,523
143
$335K 0.17%
32,466
+84
144
$330K 0.17%
847
145
$327K 0.17%
4,250
+200
146
$322K 0.16%
92,480
+15,920
147
$321K 0.16%
2,419
+5
148
$319K 0.16%
5,265
-138
149
$319K 0.16%
5,427
-215
150
$312K 0.16%
4,566
+2
4 5
6
7 8