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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.02M 0.15%
8,857
+28
152
$1.01M 0.15%
25,154
-347
153
$1.01M 0.15%
9,994
-20
154
$1.01M 0.15%
29,545
-425
155
$999K 0.15%
13,820
-13
156
$997K 0.15%
3,411
+6
157
$996K 0.15%
7,575
-50
158
$994K 0.15%
12,461
-165
159
$990K 0.15%
14,421
-130
160
$973K 0.14%
8,314
-275
161
$963K 0.14%
10,713
+2,189
162
$960K 0.14%
5,250
-468
163
$958K 0.14%
5,208
-712
164
$957K 0.14%
34,084
-2,438
165
$954K 0.14%
3,270
-301
166
$947K 0.14%
50,322
+102
167
$941K 0.14%
9,123
-30
168
$927K 0.14%
13,517
+1,012
169
$915K 0.13%
3,123
-70
170
$915K 0.13%
4,427
-384
171
$901K 0.13%
10,354
-464
172
$897K 0.13%
18,142
-3,234
173
$885K 0.13%
5,411
+43
174
$878K 0.13%
8,296
+2,989
175
$835K 0.12%
4,004
-266
5 6
7
8 9