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
$682M
AUM Growth
+$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$3.37M
3
+$3.04M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.3M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.23M

Top Sells

1
+$7.48M
2
+$3.12M
3
+$874K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$821K
5
BND icon
Vanguard Total Bond Market
BND
+$798K

Sector Composition

1 Technology 16.84%
2 Financials 8.2%
3 Consumer Discretionary 7.12%
4 Healthcare 5.07%
5 Communication Services 4.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$794K 0.12%
13,581
-299
177
$793K 0.12%
7,800
-3,687
178
$784K 0.11%
13,344
+1,032
179
$782K 0.11%
+15,319
180
$762K 0.11%
11,232
-174
181
$761K 0.11%
1,996
+15
182
$761K 0.11%
5,320
-1,940
183
$759K 0.11%
12,635
184
$740K 0.11%
+14,398
185
$739K 0.11%
9,835
-466
186
$736K 0.11%
4,768
-566
187
$735K 0.11%
7,911
-117
188
$722K 0.11%
2,010
-445
189
$716K 0.11%
5,245
+7
190
$713K 0.1%
5,518
+667
191
$702K 0.1%
9,694
-1,095
192
$691K 0.1%
38,087
+5,819
193
$688K 0.1%
1,458
-58
194
$685K 0.1%
2,687
+100
195
$678K 0.1%
4,608
+10
196
$678K 0.1%
6,045
+48
197
$676K 0.1%
25,949
-33,549
198
$675K 0.1%
16,114
+1,263
199
$672K 0.1%
14,680
+6
200
$670K 0.1%
2,980
-383
6 7
8
9 10