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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$830K 0.17%
3,610
+2,443
152
$824K 0.17%
4,883
+1,378
153
$821K 0.17%
+9,724
154
$820K 0.17%
26,315
155
$813K 0.17%
+3,622
156
$798K 0.17%
35,626
-1,052
157
$793K 0.16%
+4,065
158
$788K 0.16%
3,811
+1,708
159
$783K 0.16%
3,197
+1,313
160
$750K 0.16%
10,724
+6,239
161
$747K 0.15%
8,688
+1,272
162
$737K 0.15%
+10,541
163
$736K 0.15%
+9,209
164
$727K 0.15%
1,009
+449
165
$723K 0.15%
+2,367
166
$710K 0.15%
28,359
-540
167
$707K 0.15%
+46,620
168
$706K 0.15%
+2,787
169
$704K 0.15%
+15,115
170
$695K 0.14%
+10,020
171
$677K 0.14%
7,980
+35
172
$666K 0.14%
+12,287
173
$663K 0.14%
+7,244
174
$660K 0.14%
11,958
+7,762
175
$657K 0.14%
22,925
-875
5 6
7
8 9