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
$124M
AUM Growth
+$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$2.07M
2
+$1.37M
3
+$1.32M
4
ZION icon
Zions Bancorporation
ZION
+$1.31M
5
AMGN icon
Amgen
AMGN
+$1.2M

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.38M
4
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$1.24M
5
FSK icon
FS KKR Capital
FSK
+$1.12M

Sector Composition

1 Technology 11.95%
2 Healthcare 10.02%
3 Industrials 8.09%
4 Communication Services 7.84%
5 Consumer Discretionary 7.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-67,430
177
– –
-10,899
178
– –
-39,162
179
– –
-7,941
180
– –
-7,401
181
– –
-2,568
4 5 6 7
8