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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$543K 0.19%
+8,155
127
$537K 0.19%
5,604
+208
128
$531K 0.19%
4,429
+120
129
$530K 0.19%
8,003
+1
130
$525K 0.19%
2,376
+414
131
$511K 0.18%
5,029
+279
132
$504K 0.18%
4,089
-45
133
$500K 0.18%
4,182
+45
134
$499K 0.18%
13,190
135
$498K 0.18%
21,382
+292
136
$496K 0.18%
+12,751
137
$494K 0.18%
2,003
+62
138
$486K 0.17%
2,731
-136
139
$485K 0.17%
5,449
+2
140
$479K 0.17%
6,024
+2,479
141
$478K 0.17%
2,481
-36
142
$474K 0.17%
7,208
+5,108
143
$471K 0.17%
6,958
+1,731
144
$468K 0.17%
5,453
-124
145
$467K 0.17%
2,414
+36
146
$467K 0.17%
8,987
+33
147
$463K 0.17%
10,130
+101
148
$461K 0.16%
13,970
-145
149
$459K 0.16%
8,291
-744
150
$457K 0.16%
3,071
-2
4 5
6
7 8