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
$187M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.53M
3
+$1.16M
4
UNP icon
Union Pacific
UNP
+$889K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$481K

Top Sells

1
+$2.32M
2
+$2.27M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.2M
5
OC icon
Owens Corning
OC
+$767K

Sector Composition

1 Technology 14.9%
2 Financials 10.2%
3 Industrials 9.59%
4 Consumer Discretionary 7.61%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$237K 0.13%
+4,574
177
$236K 0.13%
+4,019
178
$232K 0.12%
2,410
+69
179
$231K 0.12%
4,492
-507
180
$226K 0.12%
2,417
+1
181
$225K 0.12%
2,265
-2
182
$221K 0.12%
+13,808
183
$221K 0.12%
5,952
-19
184
$220K 0.12%
8,966
+515
185
$220K 0.12%
+1,487
186
$216K 0.12%
+8,155
187
$216K 0.12%
2,417
-200
188
$213K 0.11%
+21,680
189
$211K 0.11%
+4,642
190
$209K 0.11%
856
-30
191
$206K 0.11%
+3,056
192
$205K 0.11%
+2,825
193
$205K 0.11%
+899
194
$204K 0.11%
5,966
-510
195
$202K 0.11%
6,094
-17
196
$200K 0.11%
6,329
-21
197
$200K 0.11%
6,805
-11
198
$142K 0.08%
15,880
+160
199
$135K 0.07%
+5,265
200
$124K 0.07%
10,928
-574
6 7
8
9 10