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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$942K 0.17%
7,107
+94
152
$938K 0.17%
11,325
153
$933K 0.17%
47,043
+30,923
154
$902K 0.17%
21,908
-137
155
$887K 0.16%
9,759
+1,071
156
$881K 0.16%
+17,262
157
$873K 0.16%
14,055
-3,687
158
$860K 0.16%
11,335
+1,315
159
$859K 0.16%
5,994
-943
160
$846K 0.16%
+37,922
161
$845K 0.16%
1,121
+112
162
$834K 0.15%
10,632
+631
163
$834K 0.15%
9,679
+470
164
$830K 0.15%
9,312
-7,202
165
$828K 0.15%
13,509
-27
166
$821K 0.15%
7,280
-700
167
$815K 0.15%
50,562
+3,942
168
$811K 0.15%
4,894
-44
169
$809K 0.15%
13,314
-4,367
170
$809K 0.15%
+25,930
171
$809K 0.15%
14,849
-2,385
172
$804K 0.15%
3,362
-260
173
$802K 0.15%
5,920
-623
174
$801K 0.15%
2,272
+708
175
$798K 0.15%
4,065
5 6
7
8 9