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
$628M
AUM Growth
+$83.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$3.93M
3
+$3.15M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.73M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.19M

Top Sells

1
+$4.41M
2
+$3.75M
3
+$2.63M
4
BAH icon
Booz Allen Hamilton
BAH
+$1.71M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.64M

Sector Composition

1 Technology 16.69%
2 Financials 8.77%
3 Consumer Discretionary 7.72%
4 Healthcare 5.51%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$855K 0.14%
11,129
-206
177
$853K 0.14%
9,426
-253
178
$839K 0.13%
15,713
-4,650
179
$816K 0.13%
15,982
-1,280
180
$816K 0.13%
6,962
+2,820
181
$810K 0.13%
+3,348
182
$805K 0.13%
10,297
-96
183
$799K 0.13%
5,538
-1,957
184
$798K 0.13%
3,284
+576
185
$797K 0.13%
+7,260
186
$796K 0.13%
29,112
-71
187
$794K 0.13%
5,555
-1,552
188
$780K 0.12%
9,315
+321
189
$778K 0.12%
+9,205
190
$775K 0.12%
+33,000
191
$766K 0.12%
9,899
-13
192
$758K 0.12%
4,017
+795
193
$749K 0.12%
12,382
-1,673
194
$747K 0.12%
3,117
+7
195
$737K 0.12%
+8,662
196
$732K 0.12%
3,384
+439
197
$731K 0.12%
12,835
+2,296
198
$730K 0.12%
12,785
-529
199
$729K 0.12%
5,552
-4
200
$724K 0.12%
10,064
-5,780
6 7
8
9 10