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
$530M
AUM Growth
-$94.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
480
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.72M
3
+$2.06M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$1.42M
5
STX icon
Seagate
STX
+$1.3M

Top Sells

1
+$3.43M
2
+$2.51M
3
+$2.3M
4
KBWB icon
Invesco KBW Bank ETF
KBWB
+$1.91M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$1.72M

Sector Composition

1 Technology 14.65%
2 Financials 9.18%
3 Consumer Discretionary 6.52%
4 Healthcare 5.29%
5 Consumer Staples 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$689K 0.13%
6,743
-1,659
177
$688K 0.13%
6,417
+7
178
$680K 0.13%
12,635
179
$676K 0.13%
14,540
+204
180
$665K 0.13%
2,313
-50
181
$663K 0.13%
5,212
-607
182
$657K 0.12%
11,014
-9
183
$656K 0.12%
5,761
+9
184
$650K 0.12%
+13,723
185
$644K 0.12%
13,892
-30,133
186
$627K 0.12%
8,645
-26
187
$625K 0.12%
50,677
+4,022
188
$621K 0.12%
8,258
-11,205
189
$621K 0.12%
+7,783
190
$616K 0.12%
4,443
-108
191
$607K 0.11%
14,545
+6,099
192
$598K 0.11%
3,038
+326
193
$590K 0.11%
+15,286
194
$588K 0.11%
19,407
+360
195
$586K 0.11%
10,000
196
$581K 0.11%
+8,691
197
$581K 0.11%
7,074
+1,404
198
$575K 0.11%
28,450
-2,000
199
$573K 0.11%
+9,456
200
$571K 0.11%
17,849
+826
6 7
8
9 10