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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$290K 0.15%
5,025
152
$289K 0.15%
+5,879
153
$287K 0.15%
5,605
+47
154
$284K 0.15%
4,747
-8,334
155
$283K 0.15%
7,333
-1,012
156
$283K 0.15%
3,650
+850
157
$281K 0.15%
2,731
+134
158
$279K 0.15%
9,573
+342
159
$278K 0.15%
9,458
-511
160
$273K 0.15%
2,384
-45
161
$271K 0.14%
3,225
+350
162
$270K 0.14%
5,646
-75
163
$268K 0.14%
+3,792
164
$263K 0.14%
3,631
-216
165
$262K 0.14%
7,318
166
$262K 0.14%
8,334
+793
167
$261K 0.14%
+3,344
168
$261K 0.14%
4,719
-10
169
$259K 0.14%
+2,160
170
$254K 0.14%
+4,380
171
$252K 0.13%
5,157
-15
172
$247K 0.13%
4,541
+231
173
$247K 0.13%
+8,839
174
$244K 0.13%
+4,780
175
$241K 0.13%
1,687
-93
5 6
7
8 9