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
$198M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.69M
3
+$968K
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$947K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$845K

Top Sells

1
+$9.93M
2
+$9.52M
3
+$3.24M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.28M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.98M

Sector Composition

1 Technology 14.87%
2 Industrials 10.05%
3 Financials 9.89%
4 Consumer Discretionary 7.58%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$287K 0.14%
+3,847
152
$287K 0.14%
7,318
-100
153
$283K 0.14%
2,597
+255
154
$282K 0.14%
9,231
+519
155
$281K 0.14%
6,612
+612
156
$280K 0.14%
1,780
+315
157
$275K 0.14%
6,909
-130
158
$270K 0.14%
2,429
+110
159
$269K 0.14%
12,125
+1,830
160
$265K 0.13%
1,403
+16
161
$260K 0.13%
2,875
+484
162
$258K 0.13%
11,529
+155
163
$258K 0.13%
2,482
+368
164
$253K 0.13%
6,476
-27,380
165
$251K 0.13%
5,721
+84
166
$250K 0.13%
+8,345
167
$250K 0.13%
2,617
-2,372
168
$246K 0.12%
+2,416
169
$244K 0.12%
+2,267
170
$241K 0.12%
8,451
-285
171
$236K 0.12%
1,562
-29
172
$234K 0.12%
+4,739
173
$234K 0.12%
4,729
+71
174
$233K 0.12%
4,310
+500
175
$232K 0.12%
7,541
-895
5 6
7
8 9