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
$198M
AUM Growth
+$1.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$2.1M
2
+$1.69M
3
+$968K
4
RDIV icon
Invesco S&P Ultra Dividend Revenue ETF
RDIV
+$947K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$845K

Top Sells

1
+$9.93M
2
+$9.52M
3
+$3.24M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$2.28M
5
FPX icon
First Trust US Equity Opportunities ETF
FPX
+$1.98M

Sector Composition

1 Technology 14.87%
2 Industrials 10.05%
3 Financials 9.89%
4 Consumer Discretionary 7.58%
5 Healthcare 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$231K 0.12%
2,919
-910
177
$230K 0.12%
886
178
$230K 0.12%
+4,093
179
$229K 0.12%
2,341
-98
180
$227K 0.11%
+5,172
181
$225K 0.11%
+3,314
182
$224K 0.11%
23,031
+303
183
$224K 0.11%
2,800
-28
184
$221K 0.11%
+4,056
185
$214K 0.11%
+6,111
186
$214K 0.11%
+2,455
187
$214K 0.11%
+2,750
188
$213K 0.11%
+5,901
189
$212K 0.11%
+1,625
190
$209K 0.11%
+6,816
191
$206K 0.1%
+9,500
192
$204K 0.1%
+5,971
193
$204K 0.1%
+1,750
194
$202K 0.1%
+6,350
195
$152K 0.08%
+15,720
196
$142K 0.07%
11,502
+25
197
$117K 0.06%
146
-14
198
$107K 0.05%
26,047
+8,655
199
$105K 0.05%
+10,487
200
$104K 0.05%
2,822
+22
5 6 7
8
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