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
$625M
AUM Growth
-$57.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
481
New
Increased
Reduced
Closed

Top Buys

1
+$2.32M
2
+$1.9M
3
+$1.58M
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.43M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.34M

Top Sells

1
+$3.78M
2
+$3.75M
3
+$3.48M
4
STX icon
Seagate
STX
+$2.07M
5
CERN
Cerner Corp
CERN
+$1.93M

Sector Composition

1 Technology 15.46%
2 Financials 8.94%
3 Consumer Discretionary 6.78%
4 Healthcare 5.01%
5 Industrials 4.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$801K 0.13%
15,807
+488
177
$798K 0.13%
17,023
+909
178
$797K 0.13%
3,298
+318
179
$797K 0.13%
14,336
+755
180
$794K 0.13%
30,450
+11,000
181
$792K 0.13%
7,997
+224
182
$785K 0.13%
5,752
+507
183
$782K 0.13%
29,736
+6,141
184
$779K 0.12%
7,562
-1,295
185
$770K 0.12%
3,363
+65
186
$760K 0.12%
3,022
-389
187
$757K 0.12%
39,440
+1,353
188
$755K 0.12%
2,363
+561
189
$749K 0.12%
6,679
+634
190
$745K 0.12%
5,374
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191
$730K 0.12%
12,635
192
$716K 0.11%
6,410
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193
$711K 0.11%
930
-576
194
$710K 0.11%
5,670
-176
195
$707K 0.11%
3,631
-373
196
$690K 0.11%
46,655
+407
197
$687K 0.11%
10,170
-820
198
$687K 0.11%
4,648
+40
199
$684K 0.11%
11,447
-23,977
200
$679K 0.11%
25,646
-303
6 7
8
9 10