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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.19M 0.19%
22,922
+606
127
$1.18M 0.19%
4,133
-511
128
$1.18M 0.19%
57,087
-15,063
129
$1.17M 0.19%
24,428
-3,648
130
$1.13M 0.18%
8,402
-990
131
$1.13M 0.18%
5,479
+2,468
132
$1.11M 0.18%
14,479
-72
133
$1.09M 0.18%
26,141
+619
134
$1.09M 0.17%
46,730
-16
135
$1.08M 0.17%
12,434
-27
136
$1.08M 0.17%
13,821
+1
137
$1.06M 0.17%
11,693
-620
138
$1.06M 0.17%
20,160
-89
139
$1.05M 0.17%
25,010
-144
140
$1.05M 0.17%
5,472
-909
141
$1.04M 0.17%
2,990
+9
142
$1.03M 0.16%
21,886
+13,386
143
$1.02M 0.16%
50,657
-19
144
$1.02M 0.16%
9,541
-325
145
$1.02M 0.16%
9,077
+3,977
146
$1.02M 0.16%
13,005
+723
147
$1.01M 0.16%
29,575
+30
148
$1.01M 0.16%
25,984
-48
149
$1.01M 0.16%
15,027
+606
150
$1M 0.16%
8,565
+3,357
4 5
6
7 8