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
$263M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.79M
3
+$1.56M
4
MCO icon
Moody's
MCO
+$1.47M
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$913K

Top Sells

1
+$1.85M
2
+$1.8M
3
+$1.08M
4
AAPL icon
Apple
AAPL
+$1.08M
5
STX icon
Seagate
STX
+$649K

Sector Composition

1 Technology 12.38%
2 Financials 9.47%
3 Industrials 6.59%
4 Healthcare 5.52%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$330K 0.13%
3,710
+194
177
$328K 0.12%
+3,042
178
$324K 0.12%
2,424
+196
179
$321K 0.12%
9,790
-47
180
$318K 0.12%
3,430
+170
181
$315K 0.12%
9,922
182
$308K 0.12%
5,223
+253
183
$306K 0.12%
4,639
-1,146
184
$303K 0.12%
1,020
+5
185
$303K 0.12%
8,320
-133
186
$302K 0.11%
7,679
+17
187
$302K 0.11%
3,132
-7
188
$302K 0.11%
+18,760
189
$295K 0.11%
2,900
+478
190
$295K 0.11%
1,921
-48
191
$291K 0.11%
11,122
-433
192
$290K 0.11%
10,931
+880
193
$290K 0.11%
5,266
-3
194
$290K 0.11%
3,054
+2
195
$289K 0.11%
+3,475
196
$288K 0.11%
1,848
-29
197
$287K 0.11%
2,711
+12
198
$286K 0.11%
3,748
-46
199
$280K 0.11%
4,472
+218
200
$279K 0.11%
12,659
-13,000
6 7
8
9 10