VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
This Quarter Return
+7.06%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(-0.35%)
Cap. Flow
-$983K
Cap. Flow
% of AUM
-0.35%
Top 10 Holdings %
Top 10 Hldgs %
27.66%
Holding
288
New
–
Increased
–
Reduced
–
Closed
3
Top Buys
No buys this quarter
Top Sells
| 1 |
Truist Financial
TFC
|
$603K |
| 2 |
STI
SunTrust Banks, Inc.
STI
|
$266K |
| 3 |
IHTA
Invesco High Income 2024 Target Term Fund
IHTA
|
$114K |
Sector Composition
| 1 | Technology | 13.16% |
| 2 | Financials | 8.82% |
| 3 | Consumer Discretionary | 4.89% |
| 4 | Industrials | 4.84% |
| 5 | Healthcare | 4.27% |
