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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$647K 0.17%
3,239
+1,835
152
$642K 0.17%
20,654
-667
153
$630K 0.16%
+8,298
154
$629K 0.16%
3,110
-930
155
$625K 0.16%
+4,398
156
$622K 0.16%
+16,792
157
$611K 0.16%
3,320
158
$610K 0.16%
10,879
+3,590
159
$610K 0.16%
+6,603
160
$605K 0.16%
50,270
+2,322
161
$602K 0.16%
3,672
+2,151
162
$601K 0.16%
10,292
-1,973
163
$601K 0.16%
19,360
-4,041
164
$601K 0.16%
+22,817
165
$586K 0.15%
9,217
-2,861
166
$582K 0.15%
+10,756
167
$578K 0.15%
16,617
-554
168
$574K 0.15%
1,055
+348
169
$573K 0.15%
19,683
+1,104
170
$568K 0.15%
3,462
-1,575
171
$567K 0.15%
13,150
-330
172
$564K 0.15%
27,740
+13,380
173
$556K 0.14%
10,718
+4,460
174
$547K 0.14%
31,698
-3,375
175
$541K 0.14%
5,581
-8,147
5 6
7
8 9