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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.06M 0.2%
18,312
+582
127
$1.06M 0.2%
3,215
+5
128
$1.05M 0.19%
10,051
+327
129
$1.05M 0.19%
14,439
-777
130
$1.05M 0.19%
8,877
+129
131
$1.05M 0.19%
50,199
+4,305
132
$1.05M 0.19%
7,881
+121
133
$1.04M 0.19%
16,964
-588
134
$1.03M 0.19%
18,252
+414
135
$1.02M 0.19%
10,013
136
$1.02M 0.19%
19,560
+840
137
$996K 0.18%
15,844
+5,120
138
$996K 0.18%
3,110
-1,593
139
$994K 0.18%
+57,718
140
$994K 0.18%
7,495
+238
141
$988K 0.18%
18,974
+1,826
142
$987K 0.18%
3,282
-3,087
143
$981K 0.18%
27,088
+1,379
144
$977K 0.18%
26,675
-621
145
$971K 0.18%
14,035
+6,540
146
$968K 0.18%
11,863
+1,322
147
$968K 0.18%
17,511
+2,396
148
$959K 0.18%
31,635
+23,255
149
$958K 0.18%
5,127
+244
150
$946K 0.17%
12,612
-271
4 5
6
7 8