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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$989K 0.16%
4,148
+1,663
152
$987K 0.16%
3,654
+292
153
$973K 0.15%
24,805
-2,283
154
$963K 0.15%
30,030
-1,605
155
$956K 0.15%
12,514
-98
156
$955K 0.15%
+8,695
157
$955K 0.15%
10,924
-401
158
$941K 0.15%
+34,100
159
$938K 0.15%
6,480
+560
160
$934K 0.15%
10,842
-1,021
161
$923K 0.15%
9,857
-775
162
$908K 0.14%
14,936
-3,376
163
$906K 0.14%
4,003
-1,612
164
$905K 0.14%
38,182
+260
165
$881K 0.14%
8,827
+675
166
$881K 0.14%
50,634
+72
167
$879K 0.14%
11,664
+4,020
168
$878K 0.14%
16,004
+1,498
169
$872K 0.14%
5,279
+538
170
$872K 0.14%
4,981
+87
171
$867K 0.14%
4,193
+128
172
$865K 0.14%
+8,175
173
$862K 0.14%
5,582
-412
174
$861K 0.14%
25,188
+17,931
175
$861K 0.14%
3,619
+247
5 6
7
8 9