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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.32M 0.19%
22,316
-1,694
127
$1.3M 0.19%
3,330
-23
128
$1.3M 0.19%
7,600
+6
129
$1.29M 0.19%
17,872
-1,128
130
$1.29M 0.19%
24,847
+80
131
$1.28M 0.19%
6,381
-222
132
$1.28M 0.19%
4,644
-93
133
$1.26M 0.19%
8,795
-169
134
$1.25M 0.18%
9,669
+292
135
$1.19M 0.17%
14,551
+4,314
136
$1.17M 0.17%
46,746
-774
137
$1.17M 0.17%
20,605
-10
138
$1.17M 0.17%
20,759
-824
139
$1.14M 0.17%
20,249
-858
140
$1.13M 0.17%
3,185
-1,833
141
$1.12M 0.16%
9,556
-357
142
$1.12M 0.16%
3,298
-60
143
$1.11M 0.16%
10,265
-1,669
144
$1.09M 0.16%
50,676
-3,814
145
$1.09M 0.16%
7,356
+820
146
$1.08M 0.16%
77,092
+10,542
147
$1.08M 0.16%
5,288
+48
148
$1.08M 0.16%
2,981
-290
149
$1.07M 0.16%
26,032
-984
150
$1.04M 0.15%
12,282
+400
4 5
6
7 8