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
$197M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.34M
3
+$4.14M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.15M
5
ZBRA icon
Zebra Technologies
ZBRA
+$1.76M

Top Sells

1
+$4.52M
2
+$2.77M
3
+$2.2M
4
CMA icon
Comerica
CMA
+$2.1M
5
DXC icon
DXC Technology
DXC
+$1.74M

Sector Composition

1 Technology 11.86%
2 Financials 10.55%
3 Industrials 7.64%
4 Healthcare 7.37%
5 Communication Services 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$249K 0.13%
3,010
+700
177
$248K 0.13%
7,318
178
$241K 0.12%
2,373
179
$240K 0.12%
2,077
+353
180
$235K 0.12%
14,533
181
$235K 0.12%
5,615
-462
182
$235K 0.12%
6,509
183
$234K 0.12%
9,584
-729
184
$233K 0.12%
3,857
-266
185
$233K 0.12%
4,504
-970
186
$230K 0.12%
5,644
+16
187
$229K 0.12%
5,729
-167
188
$228K 0.12%
3,327
189
$227K 0.12%
3,270
190
$225K 0.11%
2,004
-245
191
$224K 0.11%
14,515
192
$223K 0.11%
+15,120
193
$221K 0.11%
1,958
194
$217K 0.11%
4,536
-288
195
$216K 0.11%
3,330
+150
196
$212K 0.11%
7,142
197
$211K 0.11%
4,080
+375
198
$209K 0.11%
642
+47
199
$209K 0.11%
+657
200
$206K 0.1%
4,196
6 7
8
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