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
$278M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$2.08M
2
+$2.04M
3
+$1.89M
4
AFL icon
Aflac
AFL
+$1.84M
5
WPC icon
W.P. Carey
WPC
+$1.57M

Top Sells

1
+$2.04M
2
+$2M
3
+$1.98M
4
CSX icon
CSX Corp
CSX
+$1.98M
5
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$1.61M

Sector Composition

1 Technology 13.11%
2 Financials 9.1%
3 Consumer Discretionary 4.87%
4 Industrials 4.82%
5 Healthcare 4.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$371K 0.13%
3,426
+384
177
$366K 0.13%
8,114
-206
178
$362K 0.13%
9,457
+2,139
179
$357K 0.13%
6,744
-53
180
$352K 0.13%
+1,273
181
$352K 0.13%
4,980
-70
182
$351K 0.13%
4,606
+1,369
183
$344K 0.12%
3,630
+200
184
$340K 0.12%
7,618
+684
185
$338K 0.12%
3,765
+55
186
$336K 0.12%
3,091
187
$335K 0.12%
10,275
+977
188
$332K 0.12%
+8,052
189
$332K 0.12%
3,490
+15
190
$328K 0.12%
11,880
+2,410
191
$326K 0.12%
1,012
-8
192
$322K 0.12%
3,762
+14
193
$319K 0.11%
20,032
+1,272
194
$316K 0.11%
2,907
+7
195
$309K 0.11%
+8,964
196
$306K 0.11%
3,815
+577
197
$304K 0.11%
10,638
+1,406
198
$301K 0.11%
7,369
-1,653
199
$297K 0.11%
4,733
+261
200
$297K 0.11%
1,434
+36
6 7
8
9 10