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
$544M
AUM Growth
+$60.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
443
New
Increased
Reduced
Closed

Top Buys

1
+$3.26M
2
+$2.78M
3
+$2.56M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.44M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.39M

Top Sells

1
+$1.63M
2
+$1.61M
3
+$1.55M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$932K
5
IWO icon
iShares Russell 2000 Growth ETF
IWO
+$928K

Sector Composition

1 Technology 16.81%
2 Financials 8.64%
3 Consumer Discretionary 7.81%
4 Healthcare 5.72%
5 Communication Services 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$793K 0.15%
14,506
+2,548
177
$784K 0.14%
3,053
+266
178
$777K 0.14%
+19,687
179
$755K 0.14%
9,912
-7,532
180
$754K 0.14%
3,094
-103
181
$747K 0.14%
3,372
-439
182
$744K 0.14%
10,393
+139
183
$730K 0.13%
28,359
184
$715K 0.13%
8,152
+1,736
185
$701K 0.13%
29,183
-22,261
186
$683K 0.13%
6,747
-497
187
$677K 0.12%
8,994
+2,859
188
$676K 0.12%
+5,556
189
$674K 0.12%
2,708
-902
190
$670K 0.12%
4,741
+204
191
$669K 0.12%
4,751
-4,974
192
$669K 0.12%
13,260
193
$658K 0.12%
+19,864
194
$656K 0.12%
+10,835
195
$656K 0.12%
10,592
+38
196
$653K 0.12%
2,956
+990
197
$652K 0.12%
41,547
-2,625
198
$638K 0.12%
10,641
+4,582
199
$635K 0.12%
12,018
+2,195
200
$633K 0.12%
16,160
-140
6 7
8
9 10