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
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$308K 0.16%
3,897
152
$306K 0.16%
3,112
-106
153
$294K 0.15%
5,010
+140
154
$294K 0.15%
14,145
+10
155
$292K 0.15%
1,892
+71
156
$289K 0.15%
6,189
-568
157
$287K 0.15%
2,569
-16
158
$283K 0.14%
8,325
159
$283K 0.14%
4,154
+45
160
$282K 0.14%
6,844
-709
161
$282K 0.14%
3,546
+130
162
$282K 0.14%
9,922
-871
163
$282K 0.14%
+7,855
164
$281K 0.14%
6,412
165
$280K 0.14%
5,143
+1,506
166
$277K 0.14%
+4,172
167
$275K 0.14%
8,212
+1,879
168
$272K 0.14%
2,176
+35
169
$271K 0.14%
9,777
+44
170
$269K 0.14%
+4,766
171
$267K 0.14%
3,917
+188
172
$263K 0.13%
11,090
173
$263K 0.13%
4,082
-847
174
$262K 0.13%
2,886
+837
175
$257K 0.13%
1,019
+1
5 6
7
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