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
$384M
AUM Growth
+$64.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
391
New
Increased
Reduced
Closed

Top Buys

1
+$4.58M
2
+$2.51M
3
+$2.46M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$2.02M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.91M

Top Sells

1
+$9.6M
2
+$4.59M
3
+$2.24M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M
5
RSPS icon
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
+$1.73M

Sector Composition

1 Technology 19.15%
2 Financials 8.48%
3 Consumer Discretionary 7.39%
4 Healthcare 6.68%
5 Communication Services 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$536K 0.14%
1,717
-2,818
177
$533K 0.14%
9,088
-94
178
$521K 0.14%
+10,930
179
$519K 0.13%
5,103
-4,082
180
$518K 0.13%
+21,230
181
$516K 0.13%
12,263
-1,820
182
$516K 0.13%
3,958
+999
183
$501K 0.13%
11,352
+186
184
$496K 0.13%
+8,046
185
$495K 0.13%
6,260
-646
186
$492K 0.13%
13,358
+739
187
$484K 0.13%
15,535
+1,050
188
$480K 0.12%
4,887
-2,190
189
$479K 0.12%
10,008
190
$474K 0.12%
38,676
+12,241
191
$474K 0.12%
6,157
-552
192
$472K 0.12%
63,052
+12,375
193
$463K 0.12%
+6,060
194
$458K 0.12%
2,412
+489
195
$454K 0.12%
+14,504
196
$451K 0.12%
1,390
-243
197
$449K 0.12%
13,696
+3,082
198
$448K 0.12%
7,278
-158
199
$447K 0.12%
5,369
+2,519
200
$443K 0.12%
+9,826
6 7
8
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