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
$213M
AUM Growth
+$50.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$3.06M
3
+$2.88M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.96M
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.92M

Top Sells

1
+$1.67M
2
+$1.66M
3
+$1.39M
4
EOS
Eaton Vance Enhance Equity Income Fund II
EOS
+$612K
5
AAPL icon
Apple
AAPL
+$358K

Sector Composition

1 Technology 11.71%
2 Industrials 9.52%
3 Financials 6.4%
4 Consumer Discretionary 5.78%
5 Communication Services 5.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$193K 0.09%
886
-138
177
$191K 0.09%
2,557
-3,879
178
$191K 0.09%
+6,530
179
$190K 0.09%
9,500
-576
180
$187K 0.09%
+3,527
181
$185K 0.09%
2,496
-968
182
$184K 0.09%
4,486
+22
183
$182K 0.09%
12,160
-1,760
184
$181K 0.08%
+2,361
185
$178K 0.08%
+3,197
186
$178K 0.08%
+1,240
187
$178K 0.08%
+2,102
188
$178K 0.08%
+2,415
189
$176K 0.08%
3,408
-1,993
190
$176K 0.08%
+9,425
191
$174K 0.08%
+3,710
192
$173K 0.08%
5,400
-5,932
193
$171K 0.08%
3,545
-552
194
$171K 0.08%
+3,850
195
$169K 0.08%
+1,616
196
$165K 0.08%
1,076
-1,864
197
$165K 0.08%
1,867
-1,595
198
$165K 0.08%
+850
199
$164K 0.08%
+7,970
200
$160K 0.08%
+3,270
6 7
8
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