VWA
V Wealth Advisors Portfolio holdings
AUM
$124M
This Quarter Return
+6.26%
1 Year Return
+24.49%
3 Year Return
+36.64%
5 Year Return
+78.53%
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(+0.62%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-7.73%
Top 10 Holdings %
Top 10 Hldgs %
25.74%
Holding
223
New
32
Increased
110
Reduced
55
Closed
18
Top Buys
| 1 |
Comerica
CMA
|
$2.1M |
| 2 |
Chemours
CC
|
$1.69M |
| 3 |
Microsoft
MSFT
|
$968K |
| 4 |
Invesco S&P Ultra Dividend Revenue ETF
RDIV
|
$947K |
| 5 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$845K |
Top Sells
Sector Composition
| 1 | Technology | 14.87% |
| 2 | Industrials | 10.05% |
| 3 | Financials | 9.89% |
| 4 | Consumer Discretionary | 7.58% |
| 5 | Healthcare | 7.09% |
