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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$441K 0.16%
5,984
152
$439K 0.16%
4,704
153
$436K 0.16%
2,005
154
$434K 0.16%
5,483
155
$434K 0.16%
14,876
156
$433K 0.15%
3,144
157
$428K 0.15%
38,910
158
$419K 0.15%
4,104
159
$418K 0.15%
7,365
160
$417K 0.15%
7,206
161
$416K 0.15%
9,624
162
$415K 0.15%
7,275
163
$415K 0.15%
95,280
164
$409K 0.15%
5,562
165
$408K 0.15%
11,950
166
$406K 0.15%
4,300
167
$406K 0.15%
6,409
168
$404K 0.14%
1,509
169
$397K 0.14%
2,063
170
$396K 0.14%
2,847
171
$396K 0.14%
2,384
172
$393K 0.14%
34,298
173
$389K 0.14%
8,995
174
$373K 0.13%
5,587
175
$371K 0.13%
3,426
5 6
7
8 9