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
$277M
AUM Growth
-$983K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$603K
2
+$266K
3
+$114K
4
CBSH icon
Commerce Bancshares
CBSH
+$43.2K
5
ENSG icon
The Ensign Group
ENSG
+$14.3K

Sector Composition

1 Technology 13.16%
2 Financials 8.82%
3 Consumer Discretionary 4.89%
4 Industrials 4.84%
5 Healthcare 4.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$366K 0.13%
8,114
177
$362K 0.13%
9,457
178
$357K 0.13%
6,744
179
$352K 0.13%
1,273
180
$352K 0.13%
4,980
181
$351K 0.13%
4,606
182
$344K 0.12%
3,630
183
$340K 0.12%
7,618
184
$338K 0.12%
3,765
185
$336K 0.12%
3,091
186
$335K 0.12%
10,275
187
$332K 0.12%
8,052
188
$332K 0.12%
3,490
189
$328K 0.12%
11,880
190
$326K 0.12%
1,012
191
$322K 0.12%
3,762
192
$319K 0.11%
20,032
193
$316K 0.11%
2,907
194
$309K 0.11%
8,964
195
$306K 0.11%
3,815
196
$304K 0.11%
10,638
197
$301K 0.11%
7,369
198
$297K 0.11%
4,733
199
$297K 0.11%
1,434
200
$296K 0.11%
9,270
6 7
8
9 10