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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.23M 0.2%
22,710
-255
127
$1.23M 0.2%
16,678
+2,643
128
$1.22M 0.19%
12,427
+2,668
129
$1.22M 0.19%
22,434
+338
130
$1.22M 0.19%
+9,860
131
$1.22M 0.19%
5,293
+2,337
132
$1.21M 0.19%
13,029
+3,717
133
$1.2M 0.19%
19,104
+852
134
$1.19M 0.19%
41,758
-380
135
$1.14M 0.18%
20,920
+1,946
136
$1.13M 0.18%
9,209
+332
137
$1.12M 0.18%
4,870
-257
138
$1.11M 0.18%
52,725
+2,526
139
$1.11M 0.18%
3,221
+6
140
$1.1M 0.18%
19,651
+165
141
$1.1M 0.17%
24,754
+5,067
142
$1.08M 0.17%
14,207
-232
143
$1.07M 0.17%
25,682
+3,774
144
$1.04M 0.17%
27,126
+451
145
$1.03M 0.16%
2,592
+320
146
$1.02M 0.16%
4,651
-290
147
$1.02M 0.16%
10,014
+1
148
$1M 0.16%
17,664
+153
149
$1M 0.16%
9,589
-462
150
$997K 0.16%
3,202
-80
4 5
6
7 8