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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$364K 0.17%
6,352
+272
152
$360K 0.17%
4,109
+94
153
$360K 0.17%
23,622
154
$341K 0.16%
14,135
+5
155
$335K 0.15%
4,929
+67
156
$334K 0.15%
+4,564
157
$331K 0.15%
4,870
-346
158
$330K 0.15%
847
+47
159
$329K 0.15%
5,001
+354
160
$323K 0.15%
1,018
+1
161
$316K 0.15%
6,164
+305
162
$312K 0.14%
4,050
163
$310K 0.14%
+6,185
164
$308K 0.14%
+3,897
165
$307K 0.14%
3,416
-8
166
$306K 0.14%
1,821
+342
167
$304K 0.14%
+2,810
168
$303K 0.14%
3,799
+102
169
$302K 0.14%
+2,141
170
$299K 0.14%
+6,077
171
$295K 0.14%
2,585
+266
172
$288K 0.13%
10,313
+2,232
173
$283K 0.13%
5,474
-376
174
$282K 0.13%
6,276
+2,433
175
$281K 0.13%
6,412
5 6
7
8 9