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
$179M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.95M
3
+$1.61M
4
CSX icon
CSX Corp
CSX
+$1.57M
5
PGR icon
Progressive
PGR
+$1.49M

Top Sells

1
+$7.59M
2
+$6.31M
3
+$2.38M
4
AMGN icon
Amgen
AMGN
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.11M

Sector Composition

1 Technology 11.55%
2 Financials 10.33%
3 Industrials 8.36%
4 Consumer Discretionary 6.75%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$295K 0.16%
3,697
+353
152
$294K 0.16%
4,811
+92
153
$288K 0.16%
8,153
+2,059
154
$285K 0.16%
4,647
-100
155
$279K 0.16%
+6,412
156
$276K 0.15%
9,790
+824
157
$267K 0.15%
7,318
158
$265K 0.15%
+1,062
159
$265K 0.15%
8,377
+222
160
$264K 0.15%
2,778
+361
161
$262K 0.15%
3,631
162
$259K 0.14%
3,918
-3,744
163
$258K 0.14%
2,319
+54
164
$258K 0.14%
+16,118
165
$256K 0.14%
3,101
-224
166
$255K 0.14%
+11,090
167
$253K 0.14%
+800
168
$252K 0.14%
+7,085
169
$251K 0.14%
+7,142
170
$247K 0.14%
1,479
-8
171
$247K 0.14%
+3,987
172
$247K 0.14%
4,542
-100
173
$245K 0.14%
+2,056
174
$244K 0.14%
+12,856
175
$238K 0.13%
7,735
-1,723
5 6
7
8 9