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
$482M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$8.15M
2
+$6.29M
3
+$2.78M
4
VTV icon
Vanguard Value ETF
VTV
+$2.75M
5
WMT icon
Walmart Inc
WMT
+$2.04M

Top Sells

1
+$21.5M
2
+$9.18M
3
+$5.04M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$4.49M
5
VUG icon
Vanguard Growth ETF
VUG
+$3.78M

Sector Composition

1 Technology 15.62%
2 Financials 9.74%
3 Consumer Discretionary 6.26%
4 Healthcare 5.37%
5 Industrials 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$550K 0.11%
15,735
-4,678
177
$540K 0.11%
11,381
178
$539K 0.11%
3,092
+164
179
$536K 0.11%
22,074
-43,914
180
$534K 0.11%
7,652
+2,094
181
$534K 0.11%
10,633
-13
182
$532K 0.11%
3,915
-7,643
183
$523K 0.11%
8,410
-1,936
184
$518K 0.11%
15,478
185
$518K 0.11%
44,825
-3,819
186
$515K 0.11%
9,804
-155
187
$515K 0.11%
11,392
+4,200
188
$493K 0.1%
4,409
-90
189
$490K 0.1%
36,502
+13,806
190
$488K 0.1%
2,601
+409
191
$488K 0.1%
2,273
192
$477K 0.1%
4,710
-3,934
193
$473K 0.1%
3,241
-925
194
$469K 0.1%
6,296
-703
195
$461K 0.1%
16,913
-694
196
$458K 0.09%
977
+268
197
$457K 0.09%
6,748
+6
198
$455K 0.09%
10,367
+621
199
$449K 0.09%
2,447
-10,891
200
$448K 0.09%
2,114
+292
6 7
8
9 10