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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$425K 0.16%
6,289
+303
152
$421K 0.16%
4,187
+1,501
153
$412K 0.16%
3,091
154
$406K 0.15%
6,065
+541
155
$402K 0.15%
1,962
+463
156
$399K 0.15%
5,819
-620
157
$396K 0.15%
2,429
+12
158
$395K 0.15%
27,343
+35
159
$395K 0.15%
2,074
+28
160
$394K 0.15%
5,485
+828
161
$391K 0.15%
4,449
+945
162
$384K 0.15%
9,022
-4,568
163
$384K 0.15%
1,184
+14
164
$381K 0.14%
4,300
165
$380K 0.14%
24,376
+4,044
166
$375K 0.14%
91,400
+5,000
167
$373K 0.14%
+6,526
168
$369K 0.14%
8,995
169
$365K 0.14%
6,934
+518
170
$364K 0.14%
2,354
-50
171
$362K 0.14%
5,050
+40
172
$360K 0.14%
9,298
+601
173
$358K 0.14%
6,797
-205
174
$342K 0.13%
5,227
+177
175
$341K 0.13%
6,358
+1,854
5 6
7
8 9