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
$179M
AUM Growth
-$8.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
236
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$1.95M
3
+$1.61M
4
CSX icon
CSX Corp
CSX
+$1.57M
5
PGR icon
Progressive
PGR
+$1.49M

Top Sells

1
+$7.59M
2
+$6.31M
3
+$2.38M
4
AMGN icon
Amgen
AMGN
+$2.13M
5
AMAT icon
Applied Materials
AMAT
+$2.11M

Sector Composition

1 Technology 11.55%
2 Financials 10.33%
3 Industrials 8.36%
4 Consumer Discretionary 6.75%
5 Communication Services 6.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$238K 0.13%
+11,390
177
$232K 0.13%
3,843
+787
178
$228K 0.13%
+1,401
179
$227K 0.13%
2,905
+80
180
$225K 0.13%
1,644
-43
181
$225K 0.13%
6,509
+180
182
$220K 0.12%
+13,547
183
$219K 0.12%
+1,958
184
$219K 0.12%
+8,081
185
$219K 0.12%
+4,587
186
$218K 0.12%
21,240
-440
187
$216K 0.12%
+16,310
188
$215K 0.12%
3,951
-590
189
$206K 0.12%
+4,293
190
$158K 0.09%
16,637
+757
191
$151K 0.08%
139
-3
192
$132K 0.07%
+11,905
193
$131K 0.07%
10,954
+26
194
$110K 0.06%
2,880
+58
195
$108K 0.06%
1,542
196
$100K 0.06%
10,941
197
$95K 0.05%
+10,598
198
$84K 0.05%
25,189
+72
199
$56K 0.03%
+2,833
200
– –
-180,968
6 7
8
9 10