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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$515K 0.2%
13,190
+1,490
127
$510K 0.19%
8,002
+1,837
128
$505K 0.19%
8,954
+195
129
$504K 0.19%
21,090
-1,224
130
$504K 0.19%
2,517
+92
131
$500K 0.19%
10,184
-143
132
$499K 0.19%
4,137
+213
133
$498K 0.19%
10,029
+159
134
$488K 0.19%
14,115
+6,383
135
$486K 0.18%
8,594
-87
136
$484K 0.18%
4,750
+1,646
137
$478K 0.18%
1,941
-51
138
$478K 0.18%
9,035
+1,337
139
$477K 0.18%
5,396
+553
140
$475K 0.18%
5,447
-335
141
$465K 0.18%
39,075
-700
142
$458K 0.17%
5,577
+924
143
$458K 0.17%
3,073
+1,430
144
$454K 0.17%
11,165
+709
145
$448K 0.17%
3,065
+171
146
$448K 0.17%
4,309
+613
147
$435K 0.17%
2,378
-9,858
148
$433K 0.16%
4,048
+186
149
$432K 0.16%
14,863
150
$428K 0.16%
5,086
+198
4 5
6
7 8