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
$320M
AUM Growth
+$42.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.56M
3
+$4.13M
4
WMT icon
Walmart
WMT
+$3.31M
5
MSFT icon
Microsoft
MSFT
+$3.11M

Top Sells

1
+$4.3M
2
+$2.09M
3
+$1.78M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.49M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.29M

Sector Composition

1 Technology 16.48%
2 Financials 8.87%
3 Consumer Discretionary 6.19%
4 Healthcare 6.09%
5 Communication Services 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$412K 0.13%
3,891
+1,044
177
$407K 0.13%
1,347
-212
178
$400K 0.13%
6,366
+3,864
179
$396K 0.12%
+6,890
180
$393K 0.12%
7,436
+2,205
181
$392K 0.12%
2,480
-1
182
$391K 0.12%
+4,847
183
$387K 0.12%
11,353
+3,984
184
$387K 0.12%
+7,289
185
$386K 0.12%
6,939
+1,920
186
$367K 0.11%
3,320
-106
187
$363K 0.11%
4,987
+1,172
188
$362K 0.11%
+2,945
189
$354K 0.11%
27,384
+7,352
190
$351K 0.11%
8,858
+1,240
191
$349K 0.11%
11,835
-18,741
192
$348K 0.11%
34,554
-17,490
193
$347K 0.11%
4,232
+50
194
$346K 0.11%
+2,829
195
$344K 0.11%
4,784
-98
196
$341K 0.11%
4,240
+610
197
$339K 0.11%
6,258
+2,615
198
$337K 0.11%
2,959
-185
199
$335K 0.1%
4,300
200
$333K 0.1%
+9,331
6 7
8
9 10