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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$666K 0.21%
3,285
+871
127
$664K 0.21%
5,037
+3,628
128
$650K 0.2%
8,137
+1,566
129
$642K 0.2%
2,950
+574
130
$633K 0.2%
4,040
+1,656
131
$619K 0.19%
+7,066
132
$610K 0.19%
12,265
+4,900
133
$596K 0.19%
11,945
+4,987
134
$595K 0.19%
+21,321
135
$561K 0.18%
6,016
-953
136
$556K 0.17%
+4,092
137
$547K 0.17%
10,448
+275
138
$535K 0.17%
+13,040
139
$532K 0.17%
17,171
-2,663
140
$526K 0.16%
+35,073
141
$520K 0.16%
2,315
+312
142
$520K 0.16%
9,740
+5,812
143
$515K 0.16%
+3,320
144
$513K 0.16%
8,973
-2,211
145
$511K 0.16%
14,311
+1,560
146
$506K 0.16%
13,480
+290
147
$504K 0.16%
+8,991
148
$502K 0.16%
6,709
+300
149
$502K 0.16%
+12,060
150
$501K 0.16%
+7,077
4 5
6
7 8