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
$197M
AUM Growth
-$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
869
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$2.01M
3
+$1.97M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$1.76M
5
HD icon
Home Depot
HD
+$1.26M

Top Sells

1
+$2.17M
2
+$2.04M
3
+$1.98M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.82M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.81M

Sector Composition

1 Technology 13.12%
2 Industrials 8.02%
3 Financials 7.01%
4 Healthcare 6.9%
5 Consumer Discretionary 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$207K 0.1%
+4,658
177
$206K 0.1%
4,218
+673
178
$206K 0.1%
3,717
-993
179
$205K 0.1%
2,391
180
$205K 0.1%
+704
181
$205K 0.1%
+5,637
182
$204K 0.1%
1,465
-3,197
183
$201K 0.1%
2,905
-2,604
184
$137K 0.07%
11,477
+24
185
$130K 0.07%
160
-5
186
$116K 0.06%
2,800
+43
187
$100K 0.05%
10,941
188
$88K 0.04%
17,392
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189
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190
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191
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193
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199
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200
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