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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$732K 0.14%
18,540
-463
152
$732K 0.14%
10,034
+717
153
$732K 0.14%
4,201
+1,109
154
$722K 0.14%
3,229
+50
155
$721K 0.14%
4,426
-4,583
156
$711K 0.13%
3,822
+1,188
157
$703K 0.13%
3,515
+27
158
$692K 0.13%
+9,114
159
$690K 0.13%
7,148
+606
160
$687K 0.13%
32,135
+12,387
161
$685K 0.13%
2,253
162
$680K 0.13%
1,439
+109
163
$654K 0.12%
8,668
+258
164
$651K 0.12%
6,469
-5,990
165
$640K 0.12%
15,840
-1,071
166
$630K 0.12%
9,011
+4,511
167
$626K 0.12%
6,388
-164
168
$625K 0.12%
16,475
-183
169
$606K 0.11%
2,871
+86
170
$601K 0.11%
3,020
-18
171
$600K 0.11%
+8,384
172
$598K 0.11%
8,047
-70
173
$588K 0.11%
14,934
-1,975
174
$586K 0.11%
6,314
+18
175
$584K 0.11%
7,251
-1,021
5 6
7
8 9