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
$163M
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$4.6M
2
+$4.51M
3
+$2.79M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.43M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.99M

Top Sells

1
+$2.02M
2
+$1.91M
3
+$1.87M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.65M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.63M

Sector Composition

1 Technology 13.53%
2 Industrials 9.72%
3 Communication Services 7.37%
4 Financials 7.32%
5 Consumer Discretionary 6.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$238K 0.15%
+2,705
152
$237K 0.15%
1,024
+48
153
$236K 0.14%
8,516
+581
154
$235K 0.14%
+3,953
155
$231K 0.14%
3,188
-16,531
156
$227K 0.14%
4,725
+945
157
$225K 0.14%
2,843
-57
158
$225K 0.14%
6,213
+573
159
$220K 0.14%
2,639
-2,241
160
$217K 0.13%
+1,765
161
$216K 0.13%
+2,603
162
$214K 0.13%
+2,025
163
$211K 0.13%
2,617
-938
164
$209K 0.13%
+4,060
165
$208K 0.13%
+10,076
166
$207K 0.13%
4,464
-821
167
$206K 0.13%
+9,400
168
$206K 0.13%
+1,392
169
$205K 0.13%
+6,555
170
$203K 0.12%
+6,021
171
$203K 0.12%
+4,097
172
$202K 0.12%
+5,984
173
$202K 0.12%
+1,814
174
$165K 0.1%
143
-1
175
$134K 0.08%
+11,700
5 6
7
8 9