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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.04M 0.2%
14,549
+1,246
127
$1.03M 0.19%
13,504
+2,462
128
$1.03M 0.19%
21,771
+11,634
129
$1.01M 0.19%
12,403
-31
130
$1M 0.19%
17,470
+7,929
131
$997K 0.19%
24,442
+14
132
$996K 0.19%
20,626
+7,742
133
$982K 0.19%
14,069
+377
134
$976K 0.18%
50,375
-282
135
$966K 0.18%
20,053
-107
136
$961K 0.18%
8,369
+1,048
137
$957K 0.18%
13,653
-168
138
$946K 0.18%
25,017
+7
139
$940K 0.18%
3,054
+64
140
$937K 0.18%
+436
141
$929K 0.18%
6,416
-1,515
142
$927K 0.17%
14,955
-72
143
$924K 0.17%
7,003
+2,355
144
$916K 0.17%
19,903
-2,584
145
$915K 0.17%
9,230
-764
146
$902K 0.17%
10,567
+387
147
$895K 0.17%
8,284
-281
148
$883K 0.17%
9,189
+1,192
149
$869K 0.16%
33,676
-240
150
$867K 0.16%
21,206
+982
4 5
6
7 8