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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$854K 0.16%
8,656
+4,044
152
$852K 0.16%
9,308
+231
153
$849K 0.16%
6,647
+833
154
$846K 0.16%
4,837
+92
155
$844K 0.16%
5,357
+72
156
$824K 0.16%
15,760
-3,074
157
$822K 0.16%
6,015
+543
158
$808K 0.15%
8,726
+226
159
$808K 0.15%
5,979
+3,743
160
$807K 0.15%
3,315
+17
161
$804K 0.15%
19,641
+10,175
162
$793K 0.15%
10,381
-1,312
163
$784K 0.15%
18,833
+548
164
$777K 0.15%
9,474
+159
165
$772K 0.15%
31,666
+18,557
166
$759K 0.14%
5,988
+614
167
$759K 0.14%
31,773
+2,037
168
$758K 0.14%
4,335
+1,281
169
$747K 0.14%
4,299
+668
170
$739K 0.14%
9,286
+891
171
$730K 0.14%
3,246
-24
172
$711K 0.13%
4,198
-1,281
173
$711K 0.13%
48,225
+33
174
$708K 0.13%
7,750
175
$702K 0.13%
39,190
-250
5 6
7
8 9