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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$267K 0.13%
+11,680
152
$263K 0.12%
9,120
+604
153
$263K 0.12%
4,710
-3,116
154
$261K 0.12%
+4,155
155
$256K 0.12%
2,006
-704
156
$255K 0.12%
1
157
$250K 0.12%
+1,967
158
$249K 0.12%
2,114
-1,995
159
$246K 0.12%
7,480
-332
160
$238K 0.11%
7,125
+570
161
$238K 0.11%
4,655
+25
162
$236K 0.11%
8,695
-727
163
$235K 0.11%
2,439
-2,431
164
$226K 0.11%
2,827
-16
165
$225K 0.11%
3,126
-4,612
166
$221K 0.1%
+61,120
167
$219K 0.1%
12,252
-4,780
168
$215K 0.1%
6,296
+275
169
$214K 0.1%
1,584
-470
170
$213K 0.1%
3,935
-1,152
171
$210K 0.1%
5,992
+8
172
$207K 0.1%
2,476
-141
173
$207K 0.1%
17,260
-1,294
174
$200K 0.09%
2,391
-248
175
$194K 0.09%
+2,796
5 6
7
8 9