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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$499K 0.16%
9,082
+1,876
152
$498K 0.16%
20,420
-1,717
153
$496K 0.16%
1,559
+286
154
$496K 0.16%
6,120
+3,527
155
$490K 0.15%
+6,542
156
$483K 0.15%
+5,648
157
$483K 0.15%
+10,008
158
$478K 0.15%
+5,163
159
$475K 0.15%
7,155
+1,593
160
$475K 0.15%
+8,971
161
$467K 0.15%
9,581
-5,641
162
$465K 0.15%
+9,182
163
$461K 0.14%
5,696
+92
164
$457K 0.14%
6,906
-868
165
$457K 0.14%
9,595
+4,008
166
$452K 0.14%
+18,579
167
$452K 0.14%
3,915
-1,199
168
$440K 0.14%
3,846
+146
169
$435K 0.14%
12,619
+4,328
170
$434K 0.14%
14,083
+3,845
171
$430K 0.13%
13,665
+5,551
172
$429K 0.13%
7,240
+3,144
173
$429K 0.13%
1,633
-595
174
$420K 0.13%
11,166
+3,114
175
$415K 0.13%
4,701
+1,211
5 6
7
8 9