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
$484M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
386
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$16.7M
3
+$11.3M
4
MSFT icon
Microsoft
MSFT
+$10M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.04M

Top Sells

1
+$1.56M
2
+$718K
3
+$527K
4
GVI icon
iShares Intermediate Government/Credit Bond ETF
GVI
+$438K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$396K

Sector Composition

1 Technology 19.05%
2 Consumer Discretionary 8.52%
3 Financials 8.5%
4 Healthcare 6.02%
5 Communication Services 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$652K 0.13%
+13,260
177
$651K 0.13%
+4,938
178
$639K 0.13%
9,790
-340
179
$636K 0.13%
2,606
+1,641
180
$634K 0.13%
+8,820
181
$631K 0.13%
+13,536
182
$614K 0.13%
6,503
-100
183
$600K 0.12%
10,998
+4,584
184
$595K 0.12%
+5,732
185
$589K 0.12%
1,564
+799
186
$583K 0.12%
5,304
+2,761
187
$580K 0.12%
10,254
+4,740
188
$577K 0.12%
+44,172
189
$576K 0.12%
+8,462
190
$560K 0.12%
+2,203
191
$556K 0.12%
20,051
+401
192
$551K 0.11%
+5,874
193
$549K 0.11%
4,537
+2,435
194
$546K 0.11%
+6,416
195
$545K 0.11%
+5,953
196
$540K 0.11%
5,816
-1,333
197
$538K 0.11%
9,823
-1,938
198
$532K 0.11%
+10,554
199
$532K 0.11%
+11,545
200
$531K 0.11%
4,442
+972
6 7
8
9 10