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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$264K 0.13%
59,120
-2,000
152
$256K 0.13%
6,426
+130
153
$255K 0.13%
8,436
+1,906
154
$249K 0.13%
2,439
155
$247K 0.13%
2,728
+2,140
156
$247K 0.13%
4,383
-185
157
$244K 0.12%
3,239
+2,371
158
$240K 0.12%
17,260
159
$234K 0.12%
2,114
160
$228K 0.12%
11,374
-306
161
$226K 0.11%
2,828
+1
162
$226K 0.11%
8,736
+41
163
$225K 0.11%
6,000
+8
164
$225K 0.11%
1,591
+7
165
$224K 0.11%
+22,728
166
$224K 0.11%
2,678
+202
167
$224K 0.11%
2,342
+475
168
$221K 0.11%
712
-711
169
$220K 0.11%
1,216
170
$218K 0.11%
1,985
+1,638
171
$214K 0.11%
12,252
172
$212K 0.11%
+9,174
173
$211K 0.11%
886
174
$208K 0.11%
10,295
+870
175
$207K 0.1%
3,810
-125
5 6
7
8 9