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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1M 0.16%
9,994
152
$995K 0.16%
4,681
-1,048
153
$987K 0.16%
13,981
+637
154
$977K 0.16%
20,224
-4,623
155
$967K 0.15%
7,321
-35
156
$966K 0.15%
10,180
+3,497
157
$964K 0.15%
13,303
-214
158
$950K 0.15%
9,365
-900
159
$945K 0.15%
5,285
-3
160
$925K 0.15%
7,750
-564
161
$924K 0.15%
11,638
+1,284
162
$919K 0.15%
7,675
+100
163
$903K 0.14%
33,916
-168
164
$900K 0.14%
8,741
+445
165
$889K 0.14%
5,814
+564
166
$876K 0.14%
11,023
+747
167
$860K 0.14%
8,500
-623
168
$858K 0.14%
48,192
-2,130
169
$851K 0.14%
4,551
-860
170
$850K 0.14%
3,270
171
$843K 0.13%
18,285
+143
172
$823K 0.13%
8,395
+484
173
$822K 0.13%
8,094
-1,741
174
$820K 0.13%
6,582
+1,064
175
$805K 0.13%
9,315
-379
5 6
7
8 9