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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.02M 0.21%
16,071
-11,253
127
$1.02M 0.21%
+10,013
128
$1.02M 0.21%
+20,145
129
$1.01M 0.21%
13,079
+1,903
130
$997K 0.21%
+17,730
131
$986K 0.2%
17,838
+5,246
132
$982K 0.2%
3,210
+476
133
$959K 0.2%
+45,894
134
$947K 0.2%
17,681
+3,556
135
$946K 0.2%
25,709
+8,799
136
$937K 0.19%
20,108
+13,085
137
$927K 0.19%
+8,748
138
$925K 0.19%
+21,442
139
$922K 0.19%
+11,325
140
$917K 0.19%
10,001
+1,945
141
$917K 0.19%
+27,296
142
$916K 0.19%
6,937
+626
143
$912K 0.19%
+14,667
144
$910K 0.19%
22,045
+13,325
145
$905K 0.19%
47,748
+25,816
146
$903K 0.19%
+16,274
147
$880K 0.18%
+12,883
148
$879K 0.18%
17,234
+7,710
149
$860K 0.18%
+18,720
150
$859K 0.18%
+17,148
4 5
6
7 8