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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$766K 0.2%
12,928
-11,893
127
$756K 0.2%
23,580
+14,850
128
$752K 0.2%
21,125
-8,145
129
$752K 0.2%
15,100
-1,375
130
$752K 0.2%
18,990
-1,647
131
$751K 0.2%
4,649
-77
132
$742K 0.19%
8,140
+3
133
$739K 0.19%
6,345
-721
134
$728K 0.19%
+8,141
135
$724K 0.19%
14,952
-171
136
$720K 0.19%
21,044
-26,225
137
$718K 0.19%
10,258
+3,368
138
$715K 0.19%
21,732
-16,513
139
$714K 0.19%
23,474
+15,144
140
$705K 0.18%
37,282
+18,824
141
$700K 0.18%
12,790
+2,342
142
$694K 0.18%
5,971
-45
143
$692K 0.18%
10,277
-3,548
144
$690K 0.18%
7,566
+2,933
145
$683K 0.18%
+10,250
146
$677K 0.18%
2,902
+587
147
$675K 0.18%
9,188
-6,971
148
$671K 0.17%
1,543
-16
149
$662K 0.17%
7,420
-1,814
150
$653K 0.17%
3,873
-219
4 5
6
7 8