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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$456K 0.16%
34,185
+9,809
152
$441K 0.16%
5,984
+165
153
$439K 0.16%
4,704
+255
154
$436K 0.16%
2,005
-5,986
155
$434K 0.16%
+5,483
156
$434K 0.16%
14,876
+13
157
$433K 0.15%
3,144
+79
158
$428K 0.15%
38,910
-165
159
$419K 0.15%
4,104
-83
160
$418K 0.15%
7,365
-1,229
161
$417K 0.15%
7,206
+680
162
$416K 0.15%
9,624
-30,236
163
$415K 0.15%
7,275
+2,052
164
$415K 0.15%
95,280
+3,880
165
$409K 0.15%
5,562
+77
166
$408K 0.15%
11,950
+785
167
$406K 0.15%
4,300
168
$406K 0.15%
6,409
+120
169
$404K 0.14%
15,090
-3,010
170
$397K 0.14%
2,063
-11
171
$396K 0.14%
2,847
+423
172
$396K 0.14%
2,384
-45
173
$393K 0.14%
34,298
+6,955
174
$389K 0.14%
8,995
175
$373K 0.13%
5,587
-478
5 6
7
8 9