VWA

V Wealth Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 24.7%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.7%
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
+$2.05M
2
+$1.52M
3
+$1.29M
4
AMGN icon
Amgen
AMGN
+$1.21M
5
ZION icon
Zions Bancorporation
ZION
+$1.2M

Top Sells

1
+$2.14M
2
+$1.85M
3
+$1.42M
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
– –
-13,585
177
– –
-6,177
178
– –
-3,320
179
– –
-67,430
180
– –
-10,899
181
– –
-38,875
4 5 6 7
8