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
$534M
AUM Growth
+$52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$3.14M
3
+$1.8M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.74M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.68M

Top Sells

1
+$8.85M
2
+$3.61M
3
+$2.78M
4
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$1.84M
5
EA icon
Electronic Arts
EA
+$1.56M

Sector Composition

1 Technology 18.53%
2 Financials 9.07%
3 Consumer Discretionary 6.07%
4 Industrials 4.92%
5 Healthcare 4.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$582K 0.11%
6,988
-653
177
$578K 0.11%
15,239
-496
178
$577K 0.11%
10,637
+4
179
$577K 0.11%
6,029
-219
180
$575K 0.11%
5,186
+1
181
$570K 0.11%
8,188
-493
182
$567K 0.11%
44,929
+104
183
$563K 0.11%
22,103
+29
184
$555K 0.1%
3,245
185
$548K 0.1%
9,214
-144
186
$545K 0.1%
2,874
+427
187
$536K 0.1%
6,742
-6
188
$533K 0.1%
977
189
$532K 0.1%
11,207
-174
190
$518K 0.1%
15,478
191
$513K 0.1%
2,261
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192
$507K 0.1%
4,409
193
$504K 0.09%
14,750
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194
$499K 0.09%
1,082
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195
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4,689
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196
$497K 0.09%
9,214
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197
$490K 0.09%
7,942
-3,450
198
$480K 0.09%
10,010
+819
199
$479K 0.09%
3,697
-218
200
$477K 0.09%
5,243
-20
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