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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$537K 0.19%
5,604
127
$531K 0.19%
4,429
128
$530K 0.19%
8,003
129
$525K 0.19%
2,376
130
$511K 0.18%
5,029
131
$504K 0.18%
4,089
132
$500K 0.18%
4,182
133
$499K 0.18%
13,190
134
$498K 0.18%
21,382
135
$496K 0.18%
12,751
136
$494K 0.18%
2,003
137
$486K 0.17%
2,731
138
$485K 0.17%
5,449
139
$479K 0.17%
6,024
140
$478K 0.17%
2,481
141
$474K 0.17%
7,208
142
$471K 0.17%
6,958
143
$468K 0.17%
5,453
144
$467K 0.17%
2,414
145
$467K 0.17%
8,987
146
$463K 0.17%
10,130
147
$461K 0.16%
13,970
148
$459K 0.16%
8,291
149
$457K 0.16%
3,071
150
$456K 0.16%
34,185
4 5
6
7 8