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
$216M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
247
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$3.8M
3
+$2.77M
4
AMGN icon
Amgen
AMGN
+$2.62M
5
BAC icon
Bank of America
BAC
+$2.08M

Top Sells

1
+$2.91M
2
+$2.44M
3
+$2.02M
4
META icon
Meta Platforms (Facebook)
META
+$1.91M
5
CC icon
Chemours
CC
+$1.75M

Sector Composition

1 Technology 13.05%
2 Financials 11.25%
3 Industrials 8.54%
4 Healthcare 7.64%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$278K 0.13%
8,325
-141
177
$277K 0.13%
9,733
-57
178
$276K 0.13%
2,249
+193
179
$274K 0.13%
4,123
+205
180
$274K 0.13%
7,318
181
$273K 0.13%
5,628
-1,000
182
$270K 0.12%
3,729
+98
183
$268K 0.12%
3,327
+226
184
$265K 0.12%
5,627
-1,180
185
$263K 0.12%
11,090
186
$258K 0.12%
9,085
-500
187
$254K 0.12%
4,824
-926
188
$251K 0.12%
5,896
-2,434
189
$249K 0.12%
1,529
+128
190
$248K 0.11%
1,724
+80
191
$243K 0.11%
4,196
-346
192
$242K 0.11%
4,479
-1,537
193
$241K 0.11%
+2,373
194
$239K 0.11%
+2,418
195
$235K 0.11%
+14,533
196
$235K 0.11%
6,509
197
$232K 0.11%
2,376
-402
198
$228K 0.11%
+3,705
199
$226K 0.1%
+3,637
200
$224K 0.1%
14,515
-1,603
6 7
8
9 10