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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$945K 0.18%
48,929
-793
127
$943K 0.18%
9,628
-1,262
128
$941K 0.18%
19,785
+2,318
129
$933K 0.17%
19,775
-27
130
$930K 0.17%
18,744
+2,252
131
$925K 0.17%
9,140
+9
132
$924K 0.17%
9,113
+451
133
$918K 0.17%
3,798
+99
134
$912K 0.17%
7,436
+11
135
$899K 0.17%
+23,941
136
$878K 0.16%
20,932
+440
137
$861K 0.16%
19,052
-1,856
138
$852K 0.16%
4,054
+400
139
$842K 0.16%
9,660
+79
140
$827K 0.16%
4,330
-126
141
$815K 0.15%
32,324
-1,336
142
$803K 0.15%
1,165
+40
143
$793K 0.15%
3,179
-168
144
$777K 0.15%
12,096
+7,464
145
$775K 0.15%
48,567
+102
146
$774K 0.15%
3,643
-2,137
147
$772K 0.14%
2,004
-1,310
148
$752K 0.14%
13,770
149
$740K 0.14%
7,414
-238
150
$734K 0.14%
18,015
+12,434
4 5
6
7 8